Jackson retirement and wealth exec named

John Koehler will lead a group of nine specialists, each one focusing on advanced planning techniques.
JAN 22, 2008
John Koehler has been selected as vice president of the retirement and wealth strategies group at Jackson National Life Distributors LLC. In this post, he will lead a group of nine specialists, each one focusing on advanced planning techniques, such as retirement and estate planning, charitable giving and tax strategies. The group aids advisers with these complex facets of financial planning, the firm said in a statement. Mr. Koehler, a 20-year veteran of the financial services industry, was promoted from his post as director of the retirement and wealth strategies group, a post he has held since joining Jackson in 2005. Prior to that, he founded Your Life Financial, an independent company that focuses on financial education programs for retirement planning.

Latest News

CFP Board, coalition press Senate on fraud victim tax relief
CFP Board, coalition press Senate on fraud victim tax relief

With elder scam losses near $3 billion, 52 groups urge senators to pass H.R. 9500 before a new Congress resets the clock

Trump nominates Johnson, Levine to fill SEC’s empty commission seats
Trump nominates Johnson, Levine to fill SEC’s empty commission seats

White House also sends two CFTC commissioner picks to the Senate, marking the first Democrats tapped for either Wall Street regulator under Trump's second term

Prudential Wealth Advisors posts record sales, doubles down on recruiting
Prudential Wealth Advisors posts record sales, doubles down on recruiting

Record quarterly sales and 450 advisor hires in 18 months signal a wealth management transformation underway at Prudential

Better portfolio construction starts where standardization ends 
Better portfolio construction starts where standardization ends 

From managing embedded gains to diversifying concentrated wealth, NTAM's Ken Lassner examines how technology is making individualized portfolio construction more practical for advisors.

Barred advisor forged wife’s signature on life insurance contracts, according to FINRA
Barred advisor forged wife’s signature on life insurance contracts, according to FINRA

Thrivent Investment Management Inc. in May fired Nicholas Hale, according to his BrokerCheck profile.

SPONSORED Best Practices for Engaging Women Around Alternatives

Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.