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.

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.

Add value with our interactive asset location tool

Taxes can have a significant effect on portfolio performance, reducing gains and slowing wealth accumulation. Jackson worked with LifeYield to bring you a complimentary Taxficient® Quick Proposal, which is designed to help you illustrate the importance of asset location and quantify how it might enhance a client's portfolio.

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.

Enrich your client relationships beyond the portfolio

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 more meaningful conversation—and it’s all in one place.

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.

Jackson's
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.

Riskalyze, as the name implies, develops software that helps you set clear expectations with clients, more accurately gauge their risk tolerance, and build a portfolio with the right amount of risk.

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.

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