Financial professionals

Resources for your professional practice

We understand 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.

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The benefits of advisory annuities

A new generation of annuities is designed for a fee-based advisory relationship where you can debit advisory fees from variable annuity contracts with no commission or withdrawal charges. These products are designed to help clients pursue wealth accumulation and preservation, tax mitigation, wealth transfer, income generation and risk management within the context of a holistic financial plan.

When you need help, we’re here to answer the call

Jackson’s award-winning Customer Care Center* is here to support you and your clients every step of the way.

*SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2021. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible.)

With variable annuities, a contract charge and subaccount charges will apply. Market value adjustment may apply to withdrawals from fixed index and registered index-linked annuities.

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).