Tools for your practice

Innovative tools to amplify your practice

You support your client’s journey toward financial freedom,  Jackson provides the tools to assist you. Our suite of tools can also highlight the value of annuities to prospective clients.

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. Add-on living benefits are available for an extra charge in addition to the ongoing fees and expenses of the variable annuity and may be subject to conditions and limitations.

Tools you can access now

From planning your client's first steps toward retirement, our tools are designed to help you guide your clients each step of the way.

Retirement Expense & Income calculator

Projecting expenses in retirement just got easier for your client with the Retirement Expense & Income calculator from Jackson. Our tool provides a way for you to help your clients effectively project their expenses in retirement using factors such as current income, retirement age, and retirement state. You can also calculate the gap between essential expenses and guaranteed income to help your client find a solution.

Social Security calculator

Social Security is a foundational part of a retirement income plan and deciding when to start collecting monthly benefits is an important decision. Our Social Security calculator, powered by Envestnet MoneyGuide, is designed to help make a client's decision easier.

Tax deferral calculator

Use our tax deferral* calculator to learn how nonqualified annuities could help reduce tax drag on investments and help your clients achieve their financial goals.

Client assessment tools

It can be difficult for clients to articulate what they really want from retirement, making it harder for you to help them get there. Our assessment tools offer everything you need to kickstart a meaningful conversation—and it’s all in one place.

Tax advantages of annuities

Deposits into an annuity are tax-deferred*, which can have a dramatic effect on the growth of an investment. Use this calculator to compare your client's tax advantages of purchasing an annuity versus an investment account where the interest is taxed each year.

Compare a taxable investment to a tax-deferred investment

Tax-deferral* can have a dramatic effect on the accumulation and withdrawal amounts of an investment. This analysis will help to compare the accumulation values and after-tax withdrawals of an investment subject to income tax each year versus deferring the tax until withdrawals occur.

*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.

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 products, 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, which offers 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.

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.

Support for your planning tools

Jackson has a dedicated team of experts who help financial professionals incorporate annuities into plans built with leading software. Reach out to your Jackson wholesaler today to schedule an appointment or use one of the guides below to get started now.

eMoney features planning solutions that run the gamut from simple to sophisticated, depending on your clients' needs. You can also track client behavior to enhance your planning services.

Envestnet MoneyGuide gives you intuitive, interactive, visually compelling tools to help your clients view their financial future. They offer MoneyGuidePro® and MoneyGuideOne.

LifeYield specializes in helping clients maximize tax efficiency. Evaluate the tax drag of different investments and actively control the location of those assets among taxable, tax-free and tax-deferred* accounts.

The Nitrogen Growth Platform empowers advisors and firms to make informed decisions—and informed decisions are the fuel advisory firms use to help deliver long-term financial outcomes.

RightCapital's financial planning solution allows you to simplify the planning process and differentiate the service you offer clients with easy-to-use tools and analysis.

Additional resources

Get appointed

Jackson provides a wide range of annuities and tools that can add value to your practice. Consider becoming an appointed professional with us and take advantage of the resources we have to offer.

Client conversation resources

Explore our resources and tools to help your clients understand how annuities may fit into their financial goals. 


Our annuity products are designed to help bridge the gap between the savings your clients have accumulated and traditional sources of retirement income.

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 provide this and other important information. Please contact your financial professional 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 not affiliated with Envestnet MoneyGuide.

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.