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.

Potential Tax Advantages of Annuities

Potential Tax Advantages of Annuities

With our free eBook, show your clients how the impact of tax deferral on investment returns may allow them to invest more without spending less.

Pursuing Portfolio Goals with Tax-Deferred Investing

Pursuing Portfolio Goals with Tax-Deferred Investing

See how tax deferred investments can increase faster than taxable investments, and how variable annuities allow clients to hold investments in a way that can defer taxes until income is taken from the annuity.

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.

Retire on Purpose: Flipbook

Retire on Purpose: Flipbook

Available only from Jackson, the Retire on Purpose platform helps you guide clients to define their retirement lifestyle goals. Explore how to reconcile your vision of personal fulfillment with your finances.

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 shaky resources 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.

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.