Why Jackson

At Jackson, we know that financial advisors form strong, lasting relationships with their clients by providing much more than financial advice.

As a financial advisor, you can rely on Jackson to provide the resources you need to grow your client relationships, all backed by our unparalleled commitment to service and support. 

Retire on Purpose

Retire on Purpose

While we specialize in annuities, we can also give advisors tools to help your clients identify their purpose in retirement. With our support, you can design the most appropriate ways for your clients to realize their financial goals for a retirement with purpose.

Our "Retire on Purpose" resources help your clients to step back from the discussions of asset allocations and investment choices to focus on the unique, fulfilling ways they can enjoy the freedom and flexibility that retirement can offer. Through this structured program, your clients will see how, when it is time to shift to that phase of life, they can retire with purpose.

Post-Career Interest Assessment

PDF 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

Video 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.

Variable annuities are long-term, tax-deferred investments designed for retirement, involve 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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½

Investing involves risk, including possible loss of principal.

1Diversification does not assure a profit or protect against loss in a declining market

2Morningstar and the Morningstar logo are registered trademarks of Morningstar, Inc. All other Morningstar products and proprietary tools, Including Morningstar Ratings and Morningstar Style Box are trademarks of Morningstar, Inc.

3Tax 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.