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Tax Deferral Illustrator

The content on this page is intended for financial professionals.

Now you can show your clients the power of tax-deferred* investing strategies through the full investment cycle — from asset accumulation to asset distribution to legacy planning. Jackson® teamed up with Morningstar® to develop this powerful tool that instantly generates dynamic visual representations of tax outcomes based on specific, in-depth client information.

*Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA. 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.


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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before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

Put Tax Deferral to the Test

  • Generate client-specific data using customizable inputs.
  • Customize asset allocation percentages and calculate tax treatment.
  • Calculate short- and long-term capital gains rates, dividend rates and more.
  • Create professionally designed reports to show your clients how tax-deferred investing strategies could help them meet their unique financial goals.

With the Tax Deferral Illustrator's comprehensive client outputs, you won't have to tell your clients about the power of tax-deferred investing — you can show them.

Put It To the Test

Show your clients the power of tax deferral.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

CMN16412 07/16

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