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 (ranked #1 in variable annuity sales1), 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.

Bringing Your Financial and Life Plans Together

Video 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.

Discovering Your Purpose

Video 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.

Embracing Retirement’s Possibilities

Video 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Viewing retirement as a time of aging and decline is outdated.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.

Retire on Purpose: Flipbook

PDF 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

PDF 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.

Second Stories

PDF Second Stories

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.

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.

1LIMRA Secure Retirement Institute U.S. Individual Annuities Sales Survey, Year-end 2017

2Diversification does not assure a profit or protect against loss in a declining market

3Morningstar 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.

4Tax 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.