Every one of your clients' lives are unique and meaningful. Priorities shift, but rarely do dreams. They trust you with the ins-and-outs of their financial future, and their shifting goals should always carry over to their overall plan. With Jackson, you can count on informative tools and resources as unique as your clients, to help you adapt and keep up with their ideal future in mind.
Check out our latest videos for insights on how annuities can provide income protection* and growth potential.
*The principal value of the variable annuity will fluctuate based on the performance of the underlying investment options and may lose value.
Income protection
Growth potential
Tax deferral
Legacy benefits
RIA & Wealth Managers
Jackson’s resources help financial professionals facilitate meaningful client conversations to identify purpose, define goals, address income planning, and more.
For additional information, please refer to the current prospectus for Perspective II or Perspective Advisory II.
It is critically important that your assets align with your overall financial plan. Understanding how to properly title annuities can help ensure your annuity coincides with your long-term goals.
Variable annuities may help to mitigate a number of risks that retirement investors face.
A building block framework for a lasting retirement income: living, lifestyle, emergency and legacy.
Explore the potential advantages of pairing Jackson’s LifeGuard Freedom Flex® DB or LifeGuard Freedom Accelerator® DB add-on living benefits† with your variable annuity.
See the Whole Picture features case studies using eMoney and Riskalyze to showcase the value of an annuity as a key component in a holistic wealth plan.
Learn more about why variable annuities can play an important role in retirement planning.
†Add-on benefits that provide income for the length of a designated life and/or lives may be available for an additional charge. The amount of income that these benefits may provide can vary depending on the age when income is taken, and how many lives are covered when the benefit is elected. The cost of these benefits may negatively impact the contract's cash value.
Jackson’s resources help financial professionals facilitate meaningful client conversations to identify purpose, define goals, address income planning and more.
Variable annuities may help to mitigate a number of risks that retirement investors face.
A building block framework for a lasting retirement income: living, lifestyle, emergency and legacy.
Research on how to use best practices and new technology to maintain strong client relationships.
Lessons from behavioral finance about the way we approach a financial decision is critical to retirement planning.
Markets have historically moved up more often than down. Waiting for the market to stabilize could mean missing out on much-needed gains.
Discover the potential benefits of diversification and asset allocation, and how to manage market risk.
Learn more about why variable annuities can play an important role in retirement planning.
†Diversification does not assure a profit or protect against loss in a declining market.
Jackson’s resources help financial professionals facilitate meaningful client conversations to identify purpose, define goals, address income planning, and more.
Variable annuities may help to mitigate a number of risks that retirement investors face.
A building block framework for a lasting retirement income: living, lifestyle, emergency and legacy.
Stay in the know about the recent Secure 2.0 Act changes enacted on December 29, 2022. If the recent changes impact you or your clients, please reference the FAQs below.
It’s not all that easy these days to differentiate fact from fiction. We’re clearing things up by uncovering the truth behind seven common misconceptions around annuities.
Investors may consider using tax-efficient investing vehicles, such as variable annuities.
Tax-deferred† variable annuities can help your money grow more quickly because you only pay taxes on investment gains when you take withdrawals.
When thinking about retirement planning, it can be helpful to visualize each of your future income sources as individual flavors of jelly beans mixed up in a jar.
Placing tax-inefficient investments into tax-advantaged accounts can keep more of your money working.
Know the facts of your tax situation as it relates to the creation, preservation, and distribution of your wealth.
Learn more about why variable annuities can play an important role in retirement planning.
Compare your 1040 form to our digital example to find potential tax inefficiencies and help identify opportunities for growth.
†Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a “legal entity” such as a corporation or certain types of trusts.
Jackson’s resources help financial professionals facilitate meaningful client conversations to identify purpose, define goals, address income planning, and more. For additional information, please refer to the current prospectus for Perspective II or Perspective Advisory II.
Many investments are available for use in trusts, but the annuity option is sometimes overlooked by financial professionals and trustees. Learn more about the potential benefits of a trust-owned annuity.
Learn more about why variable annuities can play an important role in retirement planning.
†Add-on benefits that provide income for the length of a designated life and/or lives may be available for an additional charge. The amount of income that these benefits may provide can vary depending on the age when income is taken, and how many lives are covered when the benefit is elected. The cost of these benefits may negatively impact the contract's cash value.
‡Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a legal entity such as a corporation or certain types of trusts.
Jackson’s resources help financial professionals facilitate meaningful client conversations to identify purpose, define goals, address income planning and more.
Variable annuities may help to mitigate a number of risks that retirement investors face.
A building block framework for a lasting retirement income: living, lifestyle, emergency and legacy.
Research on how to use best practices and new technology to maintain strong client relationships.
A review of how Jackson is able to maintain its insurance guarantees§ and integrity when the market becomes uncertain.
We are committed to helping clarify retirement's complexity. Take a closer look at our strengths and knowledge. We may help inform more confident choices today—and better outcomes tomorrow.
Investors may consider using tax-efficient investing vehicles, such as variable annuities.
In the "new normal" economy, the benefits of annuities are even more powerful.
Did you know that trusts can benefit from the same features annuities have? Namely, they offer tax deferral, income control, and diversified investment options.
Lessons from behavioral finance about the way we approach a financial decision is critical to retirement planning.
See the Whole Picture features case studies using eMoney and Riskalyze to showcase the value of an annuity as a key component in a holistic wealth plan.
Recent events have created a sustained level of uncertainty that can be overwhelming at times. These compounding factors have the intelligent adventurer seeking ways to destress and bring more certainty into their lives.
Learn more about the potential benefits of tax-deferred annuities in trusts including how they can fit into your client’s overall retirement and estate goals.
Discover the potential benefits of diversification and asset allocation, and how to manage market risk.
†Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a legal entity such as a corporation or certain types of trusts.
‡Diversification does not assure a profit or protect against loss in a declining market.
§Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York and do not apply to the principal amount or investment performance of a variable annuity’s separate account or its underlying investments.
When you're on a new path, it may be difficult to know where to begin. We have educational resources from financial professionals addressing the topics related to your individual planning and strategy needs.
From planning your client's first steps for retirement to maintaining their lifestyle throughout retirement, our tools are designed to help you guide your clients each step of the way.
Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.
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 provide this and other important information. Please contact your financial professional or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer's individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.
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 Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.
