Jackson’s resources help financial professionals facilitate meaningful client conversations to identify purpose, define goals, address income planning, and more.
Client conversation resources
Start the conversations that matter
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.
*The principal value of the variable annuity will fluctuate based on the performance of the underlying investment options and may lose value.
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Income protection
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Growth potential
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Tax deferral
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Legacy benefits
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RIA & Wealth Managers
Additional resources
For additional information, please refer to the current prospectus for Perspective II or Perspective Advisory II.
Jackson’s resources help financial professionals facilitate meaningful client conversations to identify purpose, define goals, address income planning and more.
Additional resources
For additional information, please refer to the current prospectus for Perspective II or Perspective Advisory II.
†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.
Additional resources
†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.
Additional resources
†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.
Additional resources
†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.
Knowledge starts here
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.
Innovative tools to amplify your practice
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, which are contained in the same document, provide this and other important information. Please contact your Jackson representative 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®.