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The content on this page is intended for financial professionals.

At Jackson®, we value your business and constantly strive to provide you with innovative tools to serve your clients and grow your business. In this section, we explore some of the resources at your disposal directly from your Advisor Dashboard at Jackson.com.


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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before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

Professional Tools

Book of Business

Access all your Jackson client contract information and perform contract maintenance (including trades) from one location.

Trading

Save time and execute trades through the convenience of Jackson's trading platform, offering you the ability to conduct mass trades or trade by investment profile.

Electronic Filing Cabinet

Cut down on paperwork and stay on top of servicing client policies with a tool that centralizes all client correspondence.

Portfolio Construction Tool

Quickly and easily build diversified portfolios with the aid of insightful investment research and analysis, powered by Morningstar® data.

Portfolio Review Tool

Instantly create detailed, easy-to-understand client reports for the Jackson variable annuities in your book of business.

Jackson Architect

Save time with a tool that generates fast and intuitive customized illustrations for client contracts.

Advisor Marketing Center

Tap into the marketing power of Jackson with a wide variety of marketing materials you can customize to your brand.

Tax Deferral Illustrator

Show your clients the power of tax-deferred* investing with cutting-edge data powered by Morningstar.

*Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a "non-natural person" such as a corporation or certain types of trusts.

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

CMN16280 07/16

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