Taxificient® Quick Proposal
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.
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.
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.