Tools & Resources

Your clients’ lives aren’t static. Their dreams may look different in five years, and their financial strategies need to match their new goals. They picked you as an advisor because they know they can trust you to keep up. Jackson provides the tools and resources that nimble advisors rely on to adapt to their clients’ shifting priorities.

Tools
Resources

Tools

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

Resources

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.

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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.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.