Client Conversation Resources

Start The Conversations That Matter

Your clients’ lives aren’t static. Their dreams may look different in five years, and their retirement priorities should match their goals. They picked you as their financial professional because they know they can trust you to keep up. Jackson provides you with the tools and resources to help adapt to your clients’ shifting priorities.

Jackson and its affiliates do not provide legal, tax or estate-planning advice. For questions about a specific situation, please consult a qualified advisor.

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.