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When you partner with Jackson®, you'll see that we consistently strive to provide whatever it takes to make your success a reality.
Jackson partners with advisors to elevate their clients' understanding of the role annuities can play in achieving lifestyle and financial ambitions and is a leader in shifting the perspective on annuities. We offer planning tools to construct potfolios for your clients, a technology platform to streamline your processes, and the comfort of knowing that our company's values, products and financial strength stand behind you and your clients. Explore resources for you and your clients in our Digital Advisor Success Hub.
When you get appointed with Jackson, you not only get access to quality investments from an industry leader, you get a level of support that lets you stay focused on your clients — and we believe that's what matters most.
To get appointed today, call 877-552-1220.
What is an Annuity? An annuity is a long-term, tax-deferred vehicle designed for retirement. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before
age 59½.
Our People Make the Difference
Relationships You Can Count On
In order to provide you the in-depth, one-to-one attention you deserve, Jackson has one of the largest sales teams in the industry.
A Wealth of Knowledge
Our Advanced Strategies group can help you close the most complex cases at every stage.
More Confident Interactions
Go deeper into our investments and their stories with help from our Portfolio Strategy Group so you can engage with assurance in advanced investment conversations.
Seminars Made Simple
Advisors who partner with Jackson's Seminar Systems Unit have secured an average of more than $2.4 million per seminar.
Professional Tools
Take advantage of Jackson's robust producer dashboard and all its tools and resources.
Book of Business
Access all your client contract and policy information and perform contract and policy maintenance (including trades) from one location.
Trading
Save time and execute trades through the convenience of Jackson's trading platform, offering you the ability to conduct mass trades or trade by investment profile.
Electronic Filing Cabinet
Cut down on paperwork and stay on top of servicing client contracts and policies with a tool that centralizes all client correspondence.
Portfolio Construction Tool
Quickly and easily build diversified portfolios with the aid of insightful investment research and analysis, powered by Morningstar® data.
Portfolio Review Tool
Instantly create detailed, easy-to-understand client reports for the variable annuities in your book of business.
Product Illustration System
Save time with a tool that generates fast, intuitive and customized illustrations for client contracts with Jackson Architect Product Illustration System.
Advisor Marketing Center
Customize your brand by tapping into the marketing power of Jackson with a wide variety of materials.
Tax Deferral Illustrator
Show your clients the power of tax-deferred* investing with cutting-edge data powered by Morningstar.
*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 "non-natural person" such as a corporation or certain types of trusts.
Working with Jackson
Partner with us and tap into a vast network of professionals whose goal is to support advisors with quality products, dedicated service and a wide range of tools and resources.
