Benefits of Trust-owned Annuities
"Many investments are available for use in trusts, including corporate and municipal bonds, stocks, mutual funds, separately managed accounts (SMAs), and annuities. However, the annuity option is sometimes overlooked by financial professionals and trustees."
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!"
Jackson's Financial Facts and Figures
For more than 50 years, Jackson® has offered an array of products designed to help you plan for your retirement and protect your loved ones. Jackson maintains a firm commitment to corporate integrity, superior products, and outstanding service. Whatever your financial goals, we’re here to help you pursue them.
Understanding Lifetime Income: Assets Might Make You Miserable
Tom shares a personal story about his parents, his in-laws and the difference a guaranteed income had on their retirement experience. “I cannot stress enough the difference that a guaranteed income has on the quality of life for a retiree.” – Tom Hegna
Understanding Lifetime Income: Avoid a Just in Case Retirement
Who are the happiest retirees that you know? Who are the most nervous? Retirees without portfolio protection or 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 your assets.