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    Tools for your practice

    Calculators and tools for everyone

    From planning your client's first steps toward retirement, our tools are designed to help you guide your clients each step of the way.

    Retirement expense and income calculator

    Project clients’ retirement expenses using current income, as well as their retirement age and state. Also calculate the gap between their essential expenses and guaranteed* income.†
     

    Calculate retirement income

    RMD calculator

    Use our calculator to help your clients determine what their current year required minimum distribution (RMD) will be.
     

    Calculate RMD

    Social Security calculator

    Powered by Envestnet MoneyGuide, this tool is designed to help make a client's decision of when to collect Social Security’s monthly benefits easier.
     

    Calculate benefits

    Tax advantages of annuities

    Compare your client's tax advantages of purchasing a tax-deferred‡ annuity versus an investment account where the interest is taxed each year.
     

    Compare tax advantages

    Tax deferral calculator

    See the impact tax deferral‡ has over time within nonqualified annuities. Help reduce tax drag on investments, which could help clients with their financial goals.
     

    Explore tax-deferral options

    Taxable vs. tax-deferred‡

    Compare accumulation values and after-tax withdrawals of an investment subject to annual income tax versus deferring the tax until withdrawals occur.
     

    Start comparing

    Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met. Add-on benefits are available for an extra charge in addition to the ongoing fees and expenses of the annuity and may be subject to conditions and limitations.

    Upgrade your jackson.com experience

    We're committed to enhancing the advisor experience of our website to support your business needs. Access informative how-to videos and guides that will walk you through our latest updates.

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    Tools for appointed professionals

    Highlight the true value of what you provide to your clients by taking advantage of these resources for Jackson-appointed professionals.

    Book of business tool

    Access all your Jackson products, client contract information and perform contract maintenance (including trades) from one location.

    Trading platform

    Save time and execute trades through the convenience of Jackson's trading platform, which offers you the ability to conduct mass trades or trade by investment profile.

    Electronic filing cabinet

    Cut down on paperwork and stay on top of servicing client policies with a tool that centralizes all client correspondence.

    Portfolio construction tool

    Quickly and easily build diversified portfolios with the aid of insightful investment research and analysis, powered by Morningstar® data.

    Portfolio review tool

    Instantly create detailed, easy-to-understand client reports for the Jackson variable annuities in your book of business.

    Jackson's
    illustration engine

    Save time with a tool that generates fast, intuitive, and customized illustrations for the spectrum of annuities available through Jackson.

    Advisor marketing center

    Tap into the marketing power of Jackson with a wide variety of marketing materials for financial professionals and clients.

    Highlight annuities' value with our suite of software tools

    eMoney

    eMoney features planning solutions that run the gamut from simple to sophisticated, depending on your clients' needs. You can also track client behavior to enhance your planning services.

    Download analytics guide

    Download advanced planning scenarios and reports

    Envestnet MoneyGuide

    Envestnet MoneyGuide gives you intuitive, interactive, visually compelling tools to help your clients view their financial future. They offer MoneyGuidePro® and MoneyGuideOne.

    Nitrogen

    The Nitrogen Growth Platform empowers advisors and firms to make informed decisions—and informed decisions are the fuel advisory firms use to help deliver long-term financial outcomes.

    RightCapital

    RightCapital's financial planning solution allows you to simplify the planning process and differentiate the service you offer clients with easy-to-use tools and analysis.

    Not appointed?

    If you need new business opportunities but aren't set up yet, we're here to help.

    Get started

    Client resources

    Adapt and keep up with your clients' ideal future with our latest planning conversation starters.
     

    Start the conversation

    *Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York.

    †Lifetime income of the add-on benefit becomes effective at issue if the designated life is age 59½ at issue, or upon the contract anniversary following designated life's 59½ birthday, provided the contract value is greater than zero and has not been annuitized.

    ‡Tax deferral offers no additional value if an IRA or qualified plan, such as a 401(k), is used to fund an annuity and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a legal entity such as a corporation or certain types of trusts.

    Before investing, investors should carefully consider the investment objectives, risks, charges, and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses provide this and other important information. Please contact your financial professional or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.

    Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer's individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.

    Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York and do not apply to the principal amount or investment performance of a variable annuity’s separate account or its underlying investments. They are not backed by the broker/dealer from which this annuity contract is purchased, by the insurance agency from which this annuity contract is purchased, or any affiliates of those entities, and none makes any representations or guarantees regarding the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York. 

    Jackson is not affiliated with eMoney, Envestnet MoneyGuide, Nitrogen or RightCapital.

    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®.