Elevate • Educate • Empower

Elevate your practice. Educate your clients about ways to achieve their financial goals at all stages of life. Empower them with information and unique insights about saving and investing that meet their lifestyle goals.

Welcome to the Jackson Digital Advisor Success Hub (DASH)

We partner with advisors to elevate their clients’ understanding of the role annuities can play in achieving lifestyle and financial ambitions.

Jackson is a leader in shifting the perspective on annuities. We offer planning tools to construct strategies for your clients, a technology platform to streamline your processes, and the comfort of knowing that our company’s values stand behind the promises we make to you and your clients.

Lifetime Check℠

Lifetime Check℠

Click below to show your clients how they can pursue freedom from worry in retirement in the form of a Lifetime Check that can last.

Retirement Expense & Income Calculator

Retirement Expense & Income Calculator

Projecting and planning for retirement expenses just got easier for your clients, with the Retirement Expense & Income Calculator, based on BLS Consumer Expenditure survey data. Check out the video on the right of the homepage for more details.

Get the Resources You Need

Our library of proprietary resources supports you in guiding conversations with your clients.

We help you to clearly explain concepts, from basic to complex, in a way that increases confidence and trust in your advisor/client relationships.

Why You May Need to Rethink How You Fund Your Retirement

Why You May Need to Rethink How You Fund Your Retirement

Explore facts and figures on the changing retirement landscape and the role variable annuities can play in retirement planning.

Post-Career Interest Assessment

Post-Career Interest Assessment

Roger Hall, PhD, in partnership with Jackson, developed this assessment specifically to connect you to possible new activities you may enjoy in your retirement.

Bridging the Retirement Income Gap: Will Social Security be Enough?

Bridging the Retirement Income Gap: Will Social Security be Enough?

Those who have plans to depend on Social Security alone could experience financial consequences if they don’t find an alternate income source.

Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.