Book of Business
The content on this page is intended for financial professionals.
Your clients' variable annuity contracts and all related information are at your fingertips with Jackson's® convenient Book of Business tool. Access Jackson client data quickly and easily and perform a variety of contract functions from one centralized location.
What is an Annuity? An annuity is a long-term, tax-deferred vehicle designed for retirement. Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.
- View all contracts and any pertinent client information in one easily accessible location.
- Research individual contracts in one click.
- Generate a Portfolio Overview.
The Book of Business provides access to all your client variable annuity contract information — and the ability to service those contracts — in just a few clicks.
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