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
Roger Hall, PhD, in partnership with Jackson, developed this assessment specifically to connect you to possible new activities you may enjoy in your retirement.