Tools for Your Practice

Innovative Tools to Amplify Your Practice

Jackson offers a variety of tools to help you support your client’s journey toward financial freedom. Our suite of tools can also highlight the value of annuities to prospective clients and optimize annuities in your current book of business.

Tools You Can Access Now

From planning your first steps for retirement, our tools are designed to help you help clients each step of the way.

Taxficient Quick Proposal

Every investment comes with unique tax characteristics that alter its return profile. Many advisors use asset location strategies to help clients keep more of their investment earnings and minimize the impact of taxes. With the Taxficient Quick Proposal tool, powered by LifeYield®, you can illustrate the value of asset location to investors when the goal is maximizing after-tax returns.

Retirement Expense & Income Calculator

Projecting and planning for retirement expenses just got easier for your clients, with the Retirement Expense & income Calculator. Based on BLS Consumer Expenditure Survey data, Calculate Expenses provides a way for you to effectively project your client's expenses in retirement. Gap Analysis then calculates the difference between your client's essential income needs and guaranteed sources of income, identifying their income gap.

Enrich Client Relationships Beyond the Portfolio

Retirement planning should be about more than just a number. Our Retire on Purpose resources are designed to support and strengthen your client relationships by offering much more than just financial advice — allowing you to integrate the topic of purpose into personal, goal-focused planning conversations. 

Tools for Appointed Professionals

Highlight the true value of what you provide to your clients by taking advantage of these resources for Jackson appointed professionals.

Book of Business Tool

Access all your Jackson client contract information and perform contract maintenance (including trades) from one location.

Trading Platform

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 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 Jackson variable annuities in your book of business.

Jackson Illustration Engine

Save time with a tool that generates fast, intuitive and customized illustrations for the spectrum of annuities available through Jackson.

Advisor Marketing Center

Tap into the marketing power of Jackson with a wide variety of marketing materials for financial professionals and clients.

Get Appointed

Unlock your access to all these essential financial planning tools and additional benefits when you become an appointed financial professional with Jackson.

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 representative or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.

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 National Life Insurance Company® and Jackson National Life Insurance Company of New York®.