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Positioned to Win with Independent Broker/Dealers

Positioned to Win with Independent Broker/Dealers. Clifford Jack President Jackson National Life Distributors Inc. Chairman National Planning Holdings. Efficient Operating Model. JNLD, IMG, RBD & RIA. NPH & RIA. Wholesale Distribution. Retail Distribution. Shared Services. Operations

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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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