Portfolio Construction Tool
The content on this page is intended for financial professionals.
Designing diversified* client portfolios is a part of providing great client service, but it doesn't have to be a complicated task. Jackson's® Portfolio Construction Tool makes building a diversified portfolio fast and easy with all the tools you need in just a few simple clicks.
*Diversification does not assure a profit or protect against loss in a declining market. Portfolios that have a greater percentage of alternatives may have greater risks, especially those including arbitrage, currency, leveraging and commodities. This additional risk can offset the benefit of diversification.
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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before
- Access robust sub-account information powered by Morningstar®.
- Consolidate summaries that feature Morningstar-powered analytics.
- Explore any available marketing materials related to each sub-account.
- Generate customized, professionally-designed portfolio summaries that you can save, print and share with clients.
This interactive, easy-to-use tool is designed to streamline your administrative processes so you can spend more time serving your clients and building your business.
Build It More Easily
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