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Positioned to Win with Independent Broker/Dealers

Discover how Jackson National Life Distributors, Inc. and National Planning Holdings optimize their operating model for efficient retail and wholesale distribution. Explore operational synergy, marketing effectiveness, and leveraging relationships to excel in the industry.

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Positioned to Win with Independent Broker/Dealers

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  1. Positioned to Win with Independent Broker/Dealers Clifford Jack PresidentJackson National Life Distributors Inc. Chairman National Planning Holdings

  2. Efficient Operating Model JNLD, IMG, RBD & RIA NPH & RIA Wholesale Distribution Retail Distribution Shared Services • Operations • Technology • Training • Marketing • Facilities • Finance • Research • Marketing • National Sales Development • Product Development • Conference and Travel • Human Resources • Compliance • Legal Operational Synergy * Marketing Effectiveness * Leveraged Relationships

  3. Jackson National LifeDistributors • Wholesale • Variable Annuities, Fixed Annuities, Equity Index Annuities, Life Insurance • 80 Wholesalers • 700+ Selling Agreements • 83,000 Appointed Producers • 24% Multi-product Producers • 8% Sell over $800k annually

  4. Wholesale Sales Process Selling Group Agreement Broker/Dealer Conferences Preferred Lists Branch Access Rep Access First Sale Multiple Sales

  5. Limited ad spend Limited conference spend Limited broker/dealer support No incentive trips Roadshows Focus on themes vs. product Compliment travel with heavy phone work Multiple monthly communications JNL Model Low-cost distribution

  6. Summary • Distribution revolves around five things: • Better people: trained or hired • Better information to make better decisions • Understanding and managing the complexities/interrelationships • Access to successful reps • Speed

  7. National Planning Holdings, Inc.

  8. NPH’s Role in the JNL family • Why we own a broker dealer • Who is NPH? • How we will succeed • Industry trends

  9. NPH’s Role in the JNL family • Benefits of owning NPH

  10. National Planning Holdings Organizational Chart • One of the fastest growing firms in the business • Doubled sales and value in 4 years

  11. NPH Locations

  12. National Planning Holdings Profile • $8 billion in sales • $279 million in revenue in 2001 • Top 5 b/d networks in U.S. in 4th year of existence • Half organic and half acquired • $2 billion in I.A. assets and growing by 50% per year

  13. National Planning Holdings Retirement Market • 50% of current client assets in qualified plans • Over $4 billion in retirement product sales • Largest distributor of JNL retirement products • Active use of proprietary retirement planning software

  14. National Planning Holdings Retirement Market • Largest distributor of JNL products • NPH represents 17% of all JNLD VA sales • Over $300 million of JNL annuities year-to-date, 9/30/2002 • JNL represents 18% of all annuities sold at NPH

  15. How Do We Compete? • We give the reps more time • We offer them an attractive payout and • We give them better technology

  16. Backoffice tools Granite Proprietary commission and licensing system Transaction history Frontoffice tools 24/7 website Research Trading E-documents Consolidated client statements Electronic Order Entry Electronic file cabinet National Planning Holdings Solutions

  17. Where is the Industry Going? • More efficiencies needed • Better support from technology • Increased emphasis on risk and regulatory management

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