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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before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

Building Portfolios

  • 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

Construct diversified portfolios with data powered by Morningstar.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

CMN16284 03/18

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