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Make Education Part of Your Portfolio

Our mission is to raise the overall level of financial education and confidence in the U.S. by providing useful financial content framed in a way that is relevant, consumable and engaging for the modern investor. The articles, white papers and videos available on the site are all complimentary, and are meant to be shared with your colleagues, family and friends.

At the Center, we believe that you don't need an atlas to become an educated investor; you need a roadmap of your local surroundings – information that is organized according to the various stages and events you might go through in life. That said, you can also filter our content by topic, author and content type, so we have something for everyone.

Latest Media

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Long Story Short - Dear Phil

November 23, 2016
In this edition of Long Story Short, Phil shares letters regarding financial matters from the present version of Phil to past and future versions.
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MY 5 CENTS: Downsizing in Retirement

October 17, 2016
JNLD Sales Desk Vice President Allison Pearson discusses the importance of creating a shared vision for retirement with your partner, including your housing situation and whether or not to downsize.
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Reflections on the Longevity Gift

September 21, 2016
In this edition of Glass Half Full, Marilynn Scherer reflects on the opportunities and challenges longevity can provide.
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Finances in Relationships - Avoiding the 'Communication Breakdown'

September 21, 2016
Jackson's Dan Martin discusses the importance of making money management a two-way street in any relationship.
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The Advisor Search Handbook: Part I

September 02, 2016
Are you considering working with an advisor? Dan Martin, Managing Editor of the Center for Financial Insight, takes you inside the numbers to help you get started.
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The Advisor Search Handbook: Part II

September 02, 2016
Part II of the Advisor Search Handbook, authored by Jackson's Dan Martin, focuses on a few of the more often overlooked factors to take into account when approaching a relationship with an advisor.
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Embracing the Second Half of Life

September 02, 2016
An article from Jackson's Dan Martin about how to make our second half of life count, inspired by 'Savoring Life through Servant Leadership.'
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Portrait of a Retiree - My Father's Story

June 08, 2016
Phil Wright looks at retirement through the lens of his father's experiences after leaving the workforce.
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Retirement in the Age of the 'Experience Economy'

May 31, 2016
Jackson's Sarah Behnke discusses how the trend of valuing experiences over 'stuff' may be changing the retirement landscape.

Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the variable insurance product, including its underlying investment options. The current prospectus (or for the variable insurance products the contract prospectus and underlying fund prospectuses, which are contained in the same document) provides this and other important information. Please contact your representative or the Company to obtain the prospectus(es). Please read the prospectus(es) carefully before investing or sending money.

Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, annuities are issued by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable products are distributed by Jackson National Life Distributors LLC. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact the Company for more information. Jackson is the marketing name for Jackson National Life Insurance Company and Jackson National Life Insurance Company of New York.

• Not FDIC/NCUA insured • Not bank/CU guaranteed • May lose value •
• Not a deposit • Not insured by any federal agency •

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CMC9921X 10/16

© 2016. All rights reserved
Jackson National Life Insurance Company
1 Corporate Way
Lansing, MI 48951