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.
Jackson is committed to delivering you the tools you need to help clients learn more about protected lifetime income.1, 2
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.
Retirement Expense Calculator
Projecting expenses in retirement just got easier for your clients with the Retirement Expense Calculator based on BLS Consumer Expenditure Survey data. Check out the video on the right of the homepage for more details.
Jackson provides the knowledge you can expect from a leading provider of annuities. Explore our resources to learn more about protected lifetime income1, 2 and Jackson.
We confront the unfavorable “mythology” surrounding annuities with clear facts about fees, guarantees, beneficiary withdrawals, tax treatment within trusts and more.
Assets Might Make You Miserable
"If you do not have a pension, it is a good idea to consider other sources of guaranteed income. I cannot stress enough the difference that a guaranteed income has on the quality of life for a retiree.” – Tom Hegna, CLU, ChFC, CASL
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.
Jackson's CEO Michael Falcon discusses changes within the retirement narrative and what Jackson is doing to help financial professional deliver the best outcomes for their clients.
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.
Facing Retirement with Confidence - And a Lifetime Check℠
Alison Reed, Executive Vice President of Operations at JNLD, discusses the benefits of lifetime income and how investment freedom can fuel asset growth.
Income to Live the Life You Love
"I can honestly say we love the life we live. Life, you take your best shot. When you get it the way you want, the trick is keeping it that way. No, we’re not rich. But I wouldn’t trade what we have for anything. I just want to keep it going, today, tomorrow, forever!"
Jackson's Facts and Figures
Jackson is an industry leader, and our financial strength is reflected in these facts and figures.
Jackson's Retirement Expense Calculator
Experience how easy it is to estimate your client’s retirement expenses, based on real data from the U.S. Department of Labor.
Jackson presents the Lifetime Check. It comes every month for the rest of your life. So, you’ll have income every month.
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.
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.
Retire on Purpose- Lucky Dawg
Good morning! Or at least it should be for George, as this Lucky Dawg is waking up to his first day in retirement. Many retirees feel a “sugar rush” of excitement early in retirement only to be followed by a crash of boredom and sometimes emptiness.
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.
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 "Just In Case" Retirement
Retirees without a guaranteed income might be so afraid of spending money that they live an unnecessarily spartan lifestyle. Happiness in retirement may be tied to a guaranteed source of income – not just assets.
The Gas Gauge
A family road trip across the desert turns into panic as the car slowly runs out of gas with no gas station in sight. Instead of enjoying the trip, all eyes were on the gas gauge.
The Tale of Two Investors
Show your clients how the timing of retirement withdrawals can tell two very different stories.
Things People Say To Their Financial Professional
The next time you talk about your retirement plan, ask about the Lifetime Check from Jackson. It’s a great way to help you keep living the life you love. Because the Lifetime check is money you can receive . . . Every month . . . For as long as you live.
Volatility: Accumulation vs. Income
Consider the difference between investing for “low risk” versus “steady income.”
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 legal entity such as a corporation or certain types of trusts.
1 Guarantees are backed by the claims-paying ability of the issuing insurance company.
2 Optional benefits are available for an additional charge.