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’s resources help financial professionals facilitate meaningful client conversations to identify purpose, define goals, address income planning and more.
Video Assets Might Make You Miserable
2:55

Assets Might Make You Miserable

"If you do not have a pension, it is a good idea to consider other sources of guaranteed income. I cannot stress enough the difference that a guaranteed income has on the quality of life for a retiree.” – Tom Hegna, CLU, ChFC, CASL
PDF Breaking the 4% Rule
2-Minute Read

Breaking the 4% Rule

Fundamental changes in life expectancy and in the economy call for updating retirement assumptions.
PDF Bridging the Retirement Income Gap: Will Social Security be Enough?
2-Minute Read

Bridging the Retirement Income Gap: Will Social Security be Enough?

Those who have plans to depend on Social Security alone could experience financial consequences if they don’t find an alternative income source.
PDF Don't Let Taxes Drag You Down
2-Minute Read

Don't Let Taxes Drag You Down

A sharp eye toward asset allocation can help prevent taxes from chipping away at your investment returns.
Video Income to Live the Life You Love
1:00

Income to Live the Life You Love

"I can honestly say we love the life we live. Life, you take your best shot. When you get it the way you want, the trick is keeping it that way. No, we’re not rich. But I wouldn’t trade what we have for anything. I just want to keep it going, today, tomorrow, forever!"

Video Lifetime Check
1:00

Lifetime Check

Jackson presents the Lifetime Check. It comes every month for the rest of your life. So, you’ll have income every month.
PDF Lifetime Income: The Time is Now
3-Minute Read

Lifetime Income: The Time is Now

A study conducted by Greenwald & Associates and CANNEX found that people clearly value the peace of mind that comes from having lifetime income.
PDF Post-Career Interest Assessment
15-Minute Read

Post-Career Interest Assessment

Roger Hall, PhD, in partnership with Jackson, developed this assessment specifically to connect you to possible new activities you may enjoy in your retirement.
PDF Protecting Your Retirement Income
20-Minute Read

Protecting Your Retirement Income

How to transition from career earnings to a Lifetime Check.
PDF Second Stories
30-Minute Read

Second Stories

Jackson and photographer Fred Siegel bring you the images and stories of 10 people who have transitioned from their careers in unexpected ways to create inspirational second stories.
Video The "Just In Case" Retirement
3:45

The "Just In Case" Retirement

Retirees without a guaranteed income might be so afraid of spending money that they live an unnecessarily spartan lifestyle. Happiness in retirement may be tied to a guaranteed source of income – not just assets.

Video The Gas Gauge
2:40

The Gas Gauge

A family road trip across the desert turns into panic as the car slowly runs out of gas with no gas station in sight. Instead of enjoying the trip, all eyes were on the gas gauge.

PDF Why Jackson
10-Minute Read

Why Jackson

Created for financial professionals to explain the value and resources Jackson offers for your business.
PDF Why You May Need to Rethink How You Fund Your Retirement

Why You May Need to Rethink How You Fund Your Retirement

Explore facts and figures on the changing retirement landscape and the role variable annuities can play in retirement planning.

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.