Portfolio Review Tool
The content on this page is intended for financial professionals.
Maintain and enhance your client relationships, and take your client review meetings to the next level. The Portfolio Review Tool gives you the ability to instantly create detailed, easy-to-understand visual presentations for the variable annuities in your book of business. Create personalized, professionally designed reports that are ready to share at a moment's notice. Print it and present it.
What is an Annuity? An annuity is a long-term, tax-deferred vehicle designed for retirement. Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.
In-Depth Portfolio Analysis in Seconds
- Access the tool directly from your Book of Business or Policy Details page, located in your Jackson.com Advisor Dashboard.
- Explore thorough analysis detailing the sub-accounts in your clients' portfolios.
- Evaluate asset allocation and diversification* characteristics with full-color visual presentations.
- Generate quick and easy reports that you can customize for your clients.
Prepare for your next client review meeting by creating a professionally designed presentation in just a few clicks.
Prepare For Client Meetings
*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.
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