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

Not licensed? We've got you covered. Our fully-licensed 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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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.

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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.

Explore our resources
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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*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.

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 Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.