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

We understand that you have unique business needs. Our concierge team is ready to help simplify your experience with a digital account opening, documentation, and submission process. 

Integration With Your Practice

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

Planning Tools for Your Journey

Industry-leading wealth management technology solutions to easily and effectively showcase the impact annuities could have on your client’s retirement plan.

Fee-based Annuity Solutions

Investment planners and wealth managers can help clients with wealth accumulation and preservation, tax mitigation, wealth transfer, income generation, and risk management strategies.

Well-respected Investment Managers

We emphasize the importance of oversight and money manager selection to generate significant impact over time. Partnerships include industry leading investment managers like Vanguard, Fidelity and PIMCO.

Jackson

NATIONAL ASSET MANAGEMENT*

Among the 25

LARGEST FUND FAMILIES

$218+ Billion

ASSETS UNDER MANAGEMENT (as of 5/31/2020)

Illustrate the Power of Protected Income Within Your Financial Plan.

See the Whole Picture features case studies using eMoney and Riskalyze to showcase the value of protected income as a key component in a holistic wealth plan.

Investment Advisor Registration Made Easy

With a digital registration process, establishing your business at Jackson has never been easier.

Resources to Help With Your Business

Jackson offers a wide array of educational material and client-conversation resources.

Resource Library

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

Client Educational Material

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

Research & Insights for Wealth Managers

Delivering on Our Promise

We have heard from a number of our contract owners and partners who are thankful they are Jackson customers—especially during this global economic crisis—and we are proud to be able to offer that comfort and support through our products and services.

Vanguard: Planning for Health Care Costs in Retirement

Vanguard engaged Mercer Health and Benefits to develop a new model to forecast health care costs for U.S. retirees. Vanguard believes that retirement planning frameworks should be adapted.

Connect With a Consultant

Wealth managers 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. JNAM is also a commodity pool operator registered with the U.S. Commodity Futures Trading Commission and is a member firm of the National Futures Association. JNAM is the investment adviser to the "Funds," which are investment companies (subaccounts) that underlie the Jackson variable products. JNAM is an exempt transfer agent. Nothing contained herein is investment advice, and nothing contained herein is a solicitation for investment advisory services or the sale of commodity pool interests. 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.

This material was prepared to support the promotion and marketing of Jackson® variable annuities. Jackson, its distributors and their respective financial professionals 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. Please consult your own independent advisor as to any tax, accounting or legal statements made herein.

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 and may be subject to a 10% additional tax if withdrawn before age 59½. 

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®.