The benefits of electronic annuity order entry
Spend less time on paperwork and more time with clients by planning, opening and managing annuity contracts through our fully digital order entry system.‡
Insurance professionals
We know you have many clients, with many unique needs. We're here to help you determine a path for every one of them.
Annuity options for your specific business model
Some clients are not as concerned with growth as avoiding loss. And some want both. Explore how our products can help address their retirement wants and needs.
| Product type: | Product name: | Features: |
|---|---|---|
| Fixed annuity | Jackson RateProtector® | Built for capital preservation with fixed growth
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| Fixed index annuities | Built for capital preservation with income opportunities
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| MarketProtector® Suite | Built for capital preservation with upside growth potential
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| Have questions about our products? Call us at (800) 711-7306 | ||
*Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York.
†On the contract anniversary on or immediately following the designated life's attained age 59 ½, the for-life guarantee becomes effective provided: 1) the contract value is greater than zero and 2) the contract has not been annuitized. If the designated life is age 59 ½ on the effective date of the endorsement, then the for-life guarantee becomes effective on that date. For the embedded living benefit, the for life guarantee becomes effective on the issue date of the contract.
Annuities are long-term, tax-deferred vehicles designed for retirement. 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. Add-on benefits are available for an additional charge in addition to the ongoing fees and expenses of the annuity and may be subject to conditions and limitations.
Service you can depend on
If you’re looking to reduce the complexity of retirement planning for your clients, we can help. Partnering with us gives you access to industry-leading retirement products, financial know-how, decades of award-winning service1 and streamlined experiences for your business.
Find your wholesaler
If you already do business with us, quickly locate your Jackson representative.
Not appointed?
If you need new business opportunities but aren't set up yet, we're here to help.
‡Single premium immediate annuities are not currently available on the digital annuity order entry system.
1SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006-2024. (Criteria used for Call Center World Class FCR Certification is 80% or higher of customers getting their contact resolved on the first call to the call center (FCR) for 3 consecutive months or more.)
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.
Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York and do not apply to the principal amount or investment performance of a variable annuity’s separate account or its underlying investments. They are not backed by the broker/dealer from which this annuity contract is purchased, by the insurance agency from which this annuity contract is purchased, or any affiliates of those entities, and none makes any representations or guarantees regarding the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York.
The latest income date allowed under the contract is the owner's age of 95, which is the required age to annuitize or take a lump sum.
Important fixed index annuity disclosure:
Fixed Index Annuities are also referred to as Fixed Annuities with Index Linked Interest in the contract.
Fixed index annuities are not available in New York.
Indexes are unmanaged and unavailable for direct investment. The payment of dividends is not reflected in the index return.
MarketProtector® Suite (contract form numbers FIA260, FIA260-CB1, FIA260-CB2, ICC19 FIA260, ICC19 FIA260-CB1, ICC20 FIA260-CB2, FIA265, FIA265-FB1, FIA265-FB2, ICC19 FIA265, ICC19 FIA265-FB1, ICC20 FIA265-FB2) is issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and is distributed by Jackson National Life Distributors LLC. These may not be available in all states, and state variations may apply. These products have limitations and restrictions. Discuss them with your clients or contact Jackson for more information. This product is a fixed annuity that does not participate in any stock or equity investments and has limitations and restrictions, including withdrawal charges and market value adjustment (may not be applicable in all states). During the indexed option period the annuity’s cash withdrawal value may be less than the initial premium. Additional premium is permitted in the first contract year. Premium payments are flexible in the first contract year only, subject to contract minimums and maximums. Subsequent premiums will remain in a fixed account option until the first indexed option anniversary. No premium payments will be accepted after the first contract anniversary.
Jackson Income Assurance℠ Suite (contract form numbers FIA280, ICC25 FIA280, FIA280-CB1, ICC25 FIA280-CB1, FIA285, ICC25 FIA285, FIA285-FB1, ICC25 FIA285-FB1) is issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and is distributed by Jackson National Life Distributors LLC. These products are fixed annuities that do not participate in any stock or equity investments and have limitations and restrictions, including withdrawal charges and/or market value adjustments (may not be applicable in all states). During the withdrawal charge and/or market value adjustment period the annuity’s cash withdrawal value may be less than the initial premium. Additional premium is permitted in the first contract year. Premium payments are flexible in the first contract year only, subject to contract minimums and maximums. Subsequent premiums will remain in a fixed account until the first contract anniversary. No premium payments will be accepted after the first contract anniversary.
Important fixed annuity disclosure:
Jackson RateProtector® individual single premium deferred fixed annuity with market value adjustment (contract form numbers ICC19 A520, ICC19 A520-CB1) is issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and in New York (contract form numbers A520NY, A520NY-CB1) by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). These products may not be available in all states and state variations may apply. These products have limitations and restrictions, including withdrawal charges and possible market value adjustments (MVA). MVA may not be applicable in all states. Jackson issues other annuities with similar features, benefits, limitations, and charges. Discuss them with your clients or 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®.
Products and features may be limited by state availability, and/or your selling firm's policies and regulatory requirements (including standard of conduct rules).