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.

Tax Advantages of Annuities

Tax Advantages of Annuities

Engage your clients in conversations about strategies that include the peace of mind that comes with retirement income for life. Illustrate how annuities and Social Security benefits, amongst other options, can fit into a comprehensive asset allocation plan.

Pursuing Portfolio Goals

Pursuing Portfolio Goals

Empower your clients with clear, concrete information about the impact of deferring taxes on long-term investments, showing why some types of investments can be held in a tax-deferred account (asset location) to optimize outcomes.

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.

Setting the Record Straight

Setting the Record Straight

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

Annuity Myths & Facts

Annuity Myths & Facts

We confront the unfavorable “mythology” surrounding annuities with clear facts about fees, guarantees, beneficiary withdrawals, tax treatment within trusts and more.

Purpose Inventory

Purpose Inventory

Available only from Jackson, the Retire on Purpose platform helps you guide clients to define their retirement lifestyle goals. This in-depth “inventory” leads clients to identify their unique purpose by prompting reflection and revealing key values. At the end, a worksheet categorizes expenses and income sources, to generate discussion about retirement income planning.

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.

Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, 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 “non-natural person” such as a corporation or certain types of trusts.

Asset allocation is an investment strategy intended to balance risk and reward. It does not assure a profit or protect against loss in a declining market.