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Trading

The content on this page is intended for financial professionals.

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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before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

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

A trading platform built with convenience in mind.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

CMN16282 07/16

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