RIA & Wealth Managers

Protected retirement 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

You have unique business needs. We understand and our concierge team is ready to help simplify your experience with a digital account opening, documentation, fee-billing, 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 wealth management technology solutions, you can easily and effectively showcase the impact annuities could have on your client’s retirement plan.

empower your planning capabilities
Fee-based annuity solutions

As an investment planner or 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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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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Well-respected investment managers

We emphasize the importance of oversight and money-manager selection to generate a significant impact over time. Our partnerships include institutional share classes from industry-leading investment managers like T.Rowe Price, J.P. Morgan, and Blackrock.

View Investment Managers LEARN MORE ABOUT INVESTMENT DUE DILIGENCE

Jackson

NATIONAL ASSET MANAGEMENT*

Among the 25

LARGEST FUND FAMILIES†

$260+ billion

ASSETS UNDER MANAGEMENT (as of 12/31/2020)

Resources to help with your business

We offer a 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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Research & insights for Wealth Managers

Retirement Methodology:
Moneyball or Monte Carlo

In the early 2000s, the Oakland Athletics baseball team made a bold change to their scouting practices by identifying undervalued players using statistical measures. Expanding solutions beyond traditional one-dimensional models may create a better client experience—and delivering strategies based on big-picture thinking may help you hit the ball out of the park in retirement planning.

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Seeking adventure and certainty

Recent events have created a sustained level of uncertainty that can be overwhelming at times. These compounding factors have the intelligent adventurer seeking ways to destress and bring more certainty into their lives.

LEARN MORE

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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*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.

†Source: Morningstar Fund Family 150 based total net assets as of June 30, 2020.

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. 

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

Add-on benefits are available for an additional charge.

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