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    Financial professionals

    Resources for your professional practice

    Find the tools and resources you need to help support your practice and better serve your clients.

    Get appointed

    Learn how to become an appointed financial professional with Jackson, and gain access to essential financial-planning tools and benefits.

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    Tools for your practice

    From planning your client's first steps for retirement to maintaining their lifestyle throughout retirement, our financial calculators and tools are designed to help you guide your clients each step of the way.

    Access tools for your practice
    Client conversation resources

    Our resources help you begin meaningful conversations with your clients—to help identify purpose, define goals, address shifts in priorities, and discover products for their ideal financial future.

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    Jackson LIVE webinars

    Take advantage of our webinar series to gain insights that can help you meet your client’s evolving needs and build your business.

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    Explore Jackson.com resources

    Take a quick tour of Jackson.com to see the tools, resources and educational content available to help support your practice.

    Service you can depend on

    When it comes to answering questions and offering assistance with care and clarity, our Customer Care Center is one of the best in the business.*

    • Highest Customer Service—Financial Industry Award: Highest first call response rating in each specific industry/sector.
    • World Class First Call Resolution (FCR) Certification: At least 80% of customers' issues are resolved on the first call.
    • Same-Day Servicing: For all new business cash and variable annuity/registered index-linked annuity financial post issue requests.

    Choose a provider with the financial expertise and superior service that strives to reduce the confusion around retirement planning. With Jackson, you get expertise you can depend on, a partner that will help you do right by your clients, by doing right by you.
     

    Clarity you and your clients deserve

    *SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006 -2025. (Criteria used for Call Center World Class FCR Certification is 80% or higher of customers getting their contact resolved on the first call to the call center (FCR) for three consecutive months or more.)

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

    Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.