Insurance professional
We know you have many clients, with many unique needs. We're here to help you determine a path for every one of them.
Take advantage of our suitability support
Benefit from a more streamlined and user-friendly transaction and more satisfied clients by aligning products with your clients' unique needs.
Help clients keep more, even during volatile markets
Some clients are not as concerned with growth as avoiding loss. And some want both. We’re here to show how our products can help address their retirement wants and needs.
The benefits of electronic annuity order entry
Spend less time on paperwork and more time with clients by planning, opening and managing annuity contracts through our fully digital order entry system.
Fixed annuities and fixed index annuities are long-term, tax-deferred vehicles designed for retirement. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met. Add-on benefits are available for an additional charge in addition to the ongoing fees and expenses of the annuity and may be subject to conditions and limitations.
Single premium immediate annuities (SPIA) are retirement-focused insurance contracts that convert a one-time lump-sum premium payment to a guaranteed income stream, commencing within the first year of purchase. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.
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*Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York.
†For the optional living benefit, the for life guarantee becomes effective on the activation date. For the embedded living benefit, the for life guarantee becomes effective on the issue date.
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.
The latest maturity date or income date allowed under an annuity contract is age 95, which is the required age to annuitize or take a lump sum.
Important fixed index annuity disclosure:
Fixed Index Annuities are also referred to as Fixed Annuities with Index Linked Interest in the contract.
Fixed index annuities are not available in New York.
Indexes are unmanaged and unavailable for direct investment. The payment of dividends is not reflected in the index return.
Fixed index annuities (contract form numbers FIA280, ICC25 FIA280, FIA280-CB1, ICC25 FIA280-CB1, FIA285, ICC25 FIA285, FIA285-FB1, ICC25 FIA285-FB1, FIA260, FIA260-CB1, FIA260-CB2, ICC19 FIA260, ICC19 FIA260-CB1, ICC20 FIA260-CB2, FIA265, FIA265-FB1, FIA265-FB2, ICC19 FIA265, ICC19 FIA265-FB1, ICC20 FIA265-FB2) are issued by Jackson National Life Insurance Company and distributed by Jackson National Life Distributors LLC, member FINRA. These products are fixed annuities that do not participate in any stock or equity investments and have limitations and restrictions, including withdrawal charges and/or market value adjustments (may not be applicable in all states). During the withdrawal charge and/or market value adjustment period the annuity’s cash withdrawal value may be less than the initial premium. Additional premium is permitted in the first contract year. Premium payments are flexible in the first contract year only, subject to contract minimums and maximums. Subsequent premiums will remain in a fixed account until the first contract anniversary. No premium payments will be accepted after the first contract anniversary.
Important fixed annuity disclosure:
Fixed annuities (contract form numbers ICC19 A520, ICC19 A520-CB1) are issued by Jackson National Life Insurance Company and in New York (contract form numbers A520NY, A520NY-CB1) by Jackson National Life Insurance Company of New York distributed by Jackson National Life Distributors LLC, member FINRA. These products may not be available in all states and state variations may apply. These products have limitations and restrictions, including withdrawal charges and possible market value adjustments (MVA). MVA may not be applicable in all states. Jackson issues other annuities with similar features, benefits, limitations, and charges. Discuss them with your clients or contact Jackson for more information.
Immediate annuities (contract form numbers ICC26 IA320, ICC26 IA320-CB1, IA320, IA320-CB1) are issued by Jackson National Life Insurance Company and distributed by Jackson National Life Distributors LLC, member FINRA. These contracts have limitations and restrictions. Jackson issues other annuities with similar features, benefits, limitations and charges. Discuss them with your clients or contact Jackson for more information.
Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan), and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York).
Products and features may be limited by state availability, and/or your selling firm's policies and regulatory requirements (including standard of conduct rules).