Nobody likes to look back and wonder, “What if?” With Jackson’s tools, you can encourage your clients to ask, “What’s possible?” and help them picture the future—starting today.
As the leading provider in annuities,1 Jackson is committed to delivering you the tools you need to help clients learn more about protected lifetime income.2,3
Purpose Meets Planning Tool
You know the benefit of a solid financial plan. The Purpose Meets Planning tool allows you to show clients three different scenarios with and without protected lifetime income, so they can see for themselves – in an instant – how different their circumstances can be.
Jackson provides the knowledge you can expect from the leading provider in annuities1. Explore our resources to learn more about protected lifetime income2, 3 and Jackson.
Annuity Allocation in Retirement Income Portfolios
Professor Milevsky says annuities should be a part of retirement income portfolios.
We confront the unfavorable “mythology” surrounding annuities with clear facts about fees, guarantees, beneficiary withdrawals, tax treatment within trusts and more.
Breaking the 4% Rule
Fundamental changes in life expectancy and in the economy call for updating retirement assumptions.
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.
Bringing Your Financial and Life Plans Together
Each of us has a unique purpose and direction. Financial advisors help clients to identify their specific goals, then work to construct a customized financial plan to make those goals achievable.
Can I Buy a Pension?
Professor Milevsky explains that annuities can be like a pension in today’s retirement planning.
Certainty of Income: The Largest Source of Uncertainty in Retirement Planning
Optimizing and managing the benefits of today's variable annuity.
Defining Failure in Income Planning
“Failure” can be cushioned with guaranteed income that can last even if other assets are depleted.
Discovering Your Purpose
Experts explain that having a purpose is fundamental to health and happiness in retirement. Helping your clients identify their purpose can facilitate conversations about planning for the financial resources to achieve that purpose.
Don't Let Taxes Drag You Down
A sharp eye toward asset allocation can help prevent taxes from chipping away at your investment returns.
Embracing Retirement’s Possibilities
Viewing retirement as a time of aging and decline is outdated. Retirement is a turning point, an opportunity to learn, to discover, to focus on interests that were deferred due to life’s demands.
How Experts Perceive Annuities
Professor Milevsky discusses the perception of annuities among experts in academic texts over the past 50 years.
A case study on planning retirement savings withdrawals to help avoid crossing into a higher tax bracket.
Jackson's Facts and Figures
Jackson is an industry leader, and our financial strength is reflected in these facts and figures.
Lifetime Income: The Time is Now
A study conducted by Greenwald & Associates and CANNEX found that people clearly value the peace of mind that comes from having lifetime income.
Professor Milevsky describes how a guaranteed income annuity is similar to income insurance to continue over a long life.
Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Explore the powerful options available by including an annuity in a Trust, like the choice of long-term tax benefits for generations of heirs.
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.
Retire on Purpose: The Purpose Inventory
The Retire on Purpose “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.
Jackson and photographer Fred Siegel bring you the images and stories of 10 people who have transitioned from their careers in unexpected ways to create inspirational second stories.
The Time is Now
When the market declines significantly, experience shows that staying the course can be most beneficial.
The Truth Behind Tax Rates
When debating between choosing an annuity and other taxable investment options, the tax treatment becomes an important consideration.
Volatility: Accumulation vs. Income
Consider the difference between investing for “low risk” versus “steady income.”
Professor Moshe Milevsky offers his response to the commonly-asked question: "Why should I invest in annuities?"
Why I Own an Annuity
Professor Moshe Milevsky explains that not only does he advise others to buy a variable annuity, he bought one himself.
Created for financial advisors to explain the value and resources Jackson offers for your business.
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.
Jackson and its affiliates do not provide legal, tax or estate-planning advice. For questions about a specific situation, please consult a qualified advisor.
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.
1 LIMRA Secure Retirement Institute U.S. Individual Annuities Sales Survey, Year-end 2017.
2 Guarantees are backed by the claims-paying ability of the issuing insurance company.
3 Optional benefits are available for an additional charge.