Wholesaler support
From onboarding to complicated advanced planning ideas, no issue is too big or too small. Wherever you are in your financial professional journey, we’ll meet you there.
Our wholesalers are here for you, and here’s why
Expertise makes for an easier experience
Our wholesaler force deeply understands your business, no matter which type of firm you work for.
Personalized support leaves out the guesswork
Our unique wholesaling model is built around an individualized approach, personalized to your needs.
Our size lets us focus on your business
We have the largest wholesaling force in the annuity industry, which provides leverage when you’re trying to build your business.
Get our deep firm expertise
We’re trained on the processes and systems of banks, credit unions, wirehouses, regional broker/dealers, independent broker/dealers, insurance professionals, and RIAs and wealth managers, so your job can run as smooth as possible.
Try our personalized support
Our internal and external wholesalers ratio is 1:1, which means you’ll know exactly who to get in touch with when things come up. Our business development support allows your wholesaler to be a partner, invested in helping you meet your goals.
Our size lets us focus on your business
- Being the largest wholesaling force in the annuity industry lets us be there for you when you need us
- Our small territory sizes allow focus on specific markets and products that serve your clients within a specific area
- A bigger workforce equals more availability to meet with you and your clients for 1:1 support
Exclusive access for our appointed professionals
- Dedicated team for advanced planning
- Latest fintech and modeling capabilities
- Respected investment portfolio support
- Quick, convenient and safe integration
- Easier streamlined suitability process
- RIA transition assistance
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.
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.
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®.