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Making updates to your clients' portfolio allocations can be a tedious and time-consuming task. That's why Jackson® developed this easy-to-use trading platform to streamline the process. Whether you're making a single trade or a comprehensive overhaul across multiple Jackson portfolios, Jackson can help you do it faster.
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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before
Tools of the Trade
Making an individual trade in a client's portfolio is quick and easy — all it takes is a couple of clicks. But what sets Jackson's trading platform apart is the ease with which you can make multiple trades at once.
- The Investment Profiles function allows you to group similar client contracts for trading.
- The Mass Trade function allows a similar multiple-trade ability for all client contracts.
With Jackson's trading platform, what could be a painstaking process becomes fast and simple — and the best part is that it's right at your fingertips.
Make Trades Easily
Working with Jackson
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.