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 The principal value of the variable annuity will fluctuate based on the performance of the underlying investment options and may lose value.
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 & 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.
Tax Deferral Illustrator
Your clients’ investments can grow faster when taxes are deferred. Let us show you how. Discover the power of tax-deferred investing strategies with the Tax Deferral Illustrator, powered by Morningstar®.
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.
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.
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.
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 & Income 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.
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.
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.
Understanding Lifetime Income: A Story of 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.
Understanding Lifetime Income: Assets Might Make You Miserable
Tom shares a personal story about his parents, his in-laws and the difference a guaranteed income had on their retirement experience. “I cannot stress enough the difference that a guaranteed income has on the quality of life for a retiree.” – Tom Hegna
Understanding Lifetime Income: Avoid a Just in Case Retirement
Who are the happiest retirees that you know? Who are the most nervous? Retirees without portfolio protection or 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 your assets.
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.