Value-added services
Whether its teams of specialized experts, the latest tech platforms or suitability documentation help, we’re here to help you meet the unique needs of your clients.
Dedicated team for advanced planning
Experience industry expertise with our Advanced Planning team. With many designations behind their names, they’re here to help navigate your toughest tax, trust, estate, charitable and planning scenarios.
- Dedicated phone line for consultations
- Help with modeling scenarios for your clients in need of tax deferral* and more
- Monthly digital newsletter exploring the latest in advanced planning topics
Latest fintech and modeling capabilities
Looking to expand your business? Our Advisory Integration Group is your connection to using advisory products on various platforms and getting up to speed on the industry's latest financial tech.
- Start modeling and incorporating annuities into plans and demonstrating the value of income guarantees† in retirement
- Explore the many financial planning tools that calculate client needs such as retirement income
Respected investment portfolio support
When you have portfolio and investment needs, our Portfolio Specialist Group is here for you.
- Detailed information on capital markets and a deeper perspective of variable annuity subaccounts
- Dedicated phone queue to help answer your most challenging investment questions
- Explore subaccount mechanics, performance characteristics and portfolio construction
Easier, streamlined suitability process
Product suitability documentation can take time. And when you need easy, we have a whole dedicated experience.
- Quickly identify key information to gather in the client conversations you’re already having
- Get to know each step of the suitability process and how to provide the best information along the way
- Take advantage of our award-winning1 suitability support kit to help your clients make informed financial decisions
Interested in these services?
If any of our value-added services could help you build your business, we’re here for you.
Select which you are most interested in to get in touch
with us.
Quick, convenient and safe integration
If you’re looking to expand and need a comprehensive platform for portfolio-management and financial planning tools, let’s hook
you up.
- Save time by accessing client account data in the software you’re already using to manage client portfolios
- Conveniently manage all of your Jackson data in one place on the jackson.com integrations page
- Transmit data securely through a direct connection between us and our integration partners
Services for transitioning financial professionals
We’re here to integrate your clients’ annuity contract data into your RIA business technology. Taking 25 minutes to leverage our annuity review capability helps you evaluate your annuity book of business and possibly validate if the existing annuity contracts are consistent with your clients' holistic financial plan.
Find your wholesaler
If you already do business with us, quickly locate your Jackson representative.
Not appointed?
If you need new business opportunities but aren't set up yet, we're here to help.
*Tax deferral offers no additional value if an IRA or a qualified plan, such as a 401(k), is used to fund an annuity 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 legal entity such as a corporation or certain types of trusts.
†Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York.
1American Business Awards® 2024 Gold Stevie® award in the publications category for Jackson's Suitability Support Kit.
Before investing, investors should carefully consider the investment objectives, risks, charges, and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses provide this and other important information. Please contact your Jackson representative to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.
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.
Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York. They are not backed by the broker/dealer from which this annuity contract is purchased, by the insurance agency from which this annuity contract is purchased, or any affiliates of those entities, and none makes any representations or guarantees regarding the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York.
Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities and registered index-linked annuities involve investment risks and may lose value. 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 extra charge in addition to the ongoing fees and expenses of the annuity and may be subject to conditions and limitations.
Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities and registered index-linked annuities are distributed by Jackson National Life Distributors LLC, member FINRA. These products have limitations and restrictions. 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®, and Jackson National Life Insurance Company of New York®.