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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before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

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.

Centralize Correspondence

Cut down on paperwork and stay on top of service.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

CMN16283 03/18

© 2020. All rights reserved
Jackson National Life Insurance Company
1 Corporate Way
Lansing, MI 48951