Electronic Filing Cabinet
The content on this page is intended for financial professionals.
In this day and age, excessive paperwork isn't just overwhelming — it's unnessecary. Jackson's® Electronic Filing Cabinet can help you cut down on needless paperwork while keeping important information and correspondence conveniently stored in a central (digital) location.
What is an Annuity? An annuity is a long-term, tax-deferred vehicle designed for retirement. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before
It's All About Service
- With our Electronic Filing Cabinet, any and all Jackson client correspondence is stored in a searchable database for easy access to documents relating to:
- Specific clients
- Contract and policy information
- Document types
You can also keep track of your interactions with clients using a searchable database of any documents or information you've received.
Save paper. Save time. Jackson's Electronic Filing Cabinet will help keep track of all your client correspondence — so service is timely and streamlined.
Working with Jackson
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.