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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before
Book of Business
Access all your Jackson client contract information and perform contract maintenance (including trades) from one location.
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.
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
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.