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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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.

One-Stop Resource

  • 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.

Everything Together

Access all client contract information in one place.Sign In
Working with Jackson
Jackson® | Long-Term Smart®

Partner with us and tap into a vast network of professionals whose goal is to support advisors with quality products, dedicated service and a wide range of tools and resources.

Financial Professionals who would like to be appointed, call 877-552-1220.

Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses, which are contained in the same document, provide this and other important information. Please contact your Internal Wholesaler to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.

Jackson and its affiliates do not provide legal, tax or estate-planning advice. For questions about a specific situation, please consult a qualified advisor.

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 are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.

Jackson® is the marketing name for Jackson National Life Insurance Company® and Jackson National Life Insurance Company of New York®.

• Not FDIC/NCUA insured • Not bank/CU guaranteed • May lose value •
Not a deposit • Not insured by any federal agency

CMN16281 07/16

© 2017. All rights reserved
Jackson National Life Insurance Company
1 Corporate Way
Lansing, MI 48951