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 together 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
Working with a Financial Professional

Whether you’re working to educate yourself on finance and investing or are actively looking to create a written financial plan, you will likely benefit from the guidance and expertise of a financial professional. Make the most of this relationship by educating yourself to be able to ask questions.

Your Retirement. Your Plan.

Start your partnership with a professional right by understanding the key components of a financial plan. These resources can help you plan with confidence.

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.

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® and Jackson National Life Insurance Company of New York®. Jackson National Life Distributors LLC.