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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.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

Instantly create detailed reports for your variable annuity clients.Sign In

*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.

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

CMN16411 07/16

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