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    RIA & Wealth Managers

    Protected solutions for the unique needs of your RIA firm and clients

    Strategies designed with your business model in mind

    Making it easier to do business

    Concerned about product complexity? We've got you covered. Our fully-licensed concierge team is ready to help simplify your experience with a digital documentation and submission process.

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    Integration with your practice

    Wealth managers like you require the expertise and strategic alliances we bring to seamlessly integrate systems with your technology platforms.

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    Planning tools for your journey

    With industry-leading financial planning and wealth management technology solutions, you can easily and effectively showcase the impact annuities could have on your client’s retirement plan.

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    Fee-based annuity solutions

    As an investment planner, a financial planner, or a wealth manager, you can help your clients with wealth accumulation and preservation, tax mitigation, wealth transfer, income generation, and risk management strategies.

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    What is an Annuity?

    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.

    Investment advisor registration made easy

    Establishing your business at Jackson has never been easier. Register now to take advantage of the RIA & Wealth Manager's digital experience.
     

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    Advisory annuity analysis

    Your clients may have annuity contracts that no longer align with their financial goals and objectives, and the modernization of annuity products provides opportunities to take advantage of features and benefits previously unavailable. Jackson’s RIA Consultants can provide a complimentary annuity analysis to ensure existing annuity contracts are consistent with the holistic financial plan and allow you to add value by advising on the underlying investments.

    Request Analysis View our Advisory Annuity Analysis

    Benefits include:

    Potential cost

    reduction

    Opportunity for

    tax-deferred growth*

    Customized guaranteed†

    income options

    Add-on Return of Premium

    death benefit

    Resources to help with your business

    Explore our wide array of educational material and client conversation resources.

    Resource library

    Explore our value-added content, third-party resources, and white papers.

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    Client educational material

    View our library of recent articles and insights so you can better help your clients pursue their needs, wants, and wishes. 

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    Well-respected investment managers

    Our Jackson National Asset Management® (JNAM)‡ team emphasizes the importance of oversight and money-manager selection. Our partnerships include institutional share classes from industry-leading investment managers like T.Rowe Price, J.P. Morgan, Capital Group, and Blackrock.

    Investment options

    We partner with well-known investment management firms to offer a wide range of investment options, including investments available exclusively to Jackson, through our variable annuity platform.

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    Investment due diligence

    Our investment partners are selected and monitored through a rigorous due diligence process guided by five key criteria known as the PROOF process.

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    Connect with a consultant

    You can connect with our dedicated consultants in many ways. Send us a note and we will get back to you within 24 hours, or contact us at: (800) 711-7397.

    Or view our coverage map to connect with a specific consultant.

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    *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 “legal entity” such as a corporation or certain types of trusts.

    †Guarantees are backed by the claims-paying ability of the issuing insurance company.

    ‡Jackson National Asset Management, LLC® (JNAM) is an investment adviser registered with the U.S. Securities and Exchange Commission and is the investment adviser to the “Funds,” which are investment companies (subaccounts) that underlie the Jackson variable products. Nothing contained herein is investment advice nor a solicitation for investment advisory services. JNAM is an affiliate of Jackson National Life Distributors LLC and Jackson National Life Insurance Company.

    The concierge team operates as part of Jackson National Life Distributors LLC (“JNLD”). JNLD is a wholly owned subsidiary of Jackson National Life Insurance Company (collectively, with its affiliates “Jackson”) and distributes annuities issued by Jackson. JNLD’s primary activities involve the distribution of annuities, insurance, and mutual funds issued by Jackson and its affiliates through financial intermediaries. JNLD offers limited brokerage services and makes recommendations to retail investors who are referred to it by fiduciaries such as trust companies and registered investment advisers. The concierge team's financial professionals will review a client's investment profile and may make a recommendation regarding a Jackson Life Insurance Company annuity if doing so is in the client's best interest.  If a client wants the annuity, JNLD then serves as the broker/dealer of record and insurance agency for the transaction.  JNLD's recommendations are limited to products sponsored by Jackson.

    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 contracts 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®.