COSS will provide needs analysis and advanced marketing solutions for a host of financial planning strategies, from retirement planning, to planning for survivorship needs and educational funding. COSS, in conjunction with Jackson National staff, will co-develop a hypothetical illustration system for the calculation and presentation of the Jackson National portfolio of life insurance products. The system will also include COSS’ intelligent forms and online agent training in all the advanced markets and concepts offered by the enterprise solution.
John Lundsten, FLMI, President and CEO of COSS said, "COSS is very excited about this opportunity to partner with Jackson National in a true co-development relationship. The end result will be a system that addresses every need and objective of Jackson National and its sales force. We at COSS are fully committed to bringing true value to our relationship with Jackson National."
