Financial professionals

Guidance along your journey

Whether you’re just starting to grow your nest egg or you've already started enjoying your retirement, a financial professional can help you navigate your journey.

Partnering toward your goals

Defining your financial strategy and a plan for retirement can be daunting. Thankfully, you don’t have to do it alone. A financial professional can help you align your aspirations with your financial considerations. Together, you can work to chart a path that works for you and your loved ones.

Prepare for your future, starting today

When it comes to planning for your financial future, there is no better time than now. Whether you’re just getting started or need some help along the way, make the most of your future by starting the planning conversation with a financial professional today.

What to expect

Even if you’ve never worked with a financial professional before, it is important to understand how to best leverage this relationship. A financial professional can help you define clear financial goals and develop plans to pursue them. When you meet with a financial professional, they will:

  • Get a snapshot of your current financial status 
  • Discuss your risk tolerance
  • Define your near-term and long-term goals
  • Develop a plan to pursue your dreams 
  • Gain clarity around what financial strategies and products can help you with your goals
  • Review your progress against your goals on a regular basis

Resources for your professional practice

Jackson understands that your focus needs to be on your clients. Leverage our tools and resources to support you along the way.

Client conversation resources

Our resources help you begin meaningful conversations with your clients—to help identify purpose, define goals, address shifts in priorities, and discover products for their ideal financial future.

Tools for your practice

From planning your client's first steps for retirement to maintaining their lifestyle throughout retirement, our tools are designed to help you guide your client's each step of the way.

Get appointed

Learn how to become an appointed financial professional with Jackson, and gain access to essential financial-planning tools and benefits.

Helping financial professionals succeed

We are committed to helping you do what you do best—working with clients to understand their unique financial needs and helping them pursue the retirement they want. - making it easier

At Jackson, we are committed to providing clarity for a confident future. We do this a  number of ways – one of which is to provide a digital solution that makes it easy for you to help clients pursue better retirement outcomes. Whether you’re looking for educational information, to interact with a retirement calculator, view beneficiaries and performance, or connect with your client’s unique situation with an annuity, is designed with you in mind.

Illustrate the power of protected income within your financial plan

See the Whole Picture features case studies using eMoney and Riskalyze to showcase the value of protected income as a key component in a holistic wealth plan.

Jackson® is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Jackson National Life Distributors LLC.