Integration With Your Practice

Connecting your technology platform to create efficiencies in your business.

For the Road Ahead

Integrating technology platforms is essential to your business. Get help with the aggregation of annuities and other investments in your portfolio management and planning tools.

Seamless Integration Saves You Time and Technology Headaches

The information you need is centrally located on the system you know and are most comfortable using. Our strategic alliances with technology platforms and providers makes seamless data integration possible.

Portfolio Management, Performance, and Reporting

Financial Analysis and Planning

Account Aggregation

Investment Advisor Registration Made Easy

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

Research & Insights for Wealth Planners

PIMCO: Dealing With Disruption

Major secular drivers could disrupt the global economy and financial markets over the next three to five years. PIMCO shares its view on risks and opportunities ahead.

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 an annuity as a key component in a holistic wealth plan. 

Tax Deferred Annuities in Irrevocable Trusts

Efficiently transferring assets to the next generation–or even two or three generations–is a complicated task. It is made more so by the potential bite of state and federal estate taxes. Exploring planning options to avoid those taxes, transactional costs, and fees is well worth the time and effort.

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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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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½. 

Jackson and its affiliates do not provide legal, tax or estate-planning advice. For questions about a specific situation, please consult a qualified advisor.

Jackson and the firms listed on this page are separate entities.

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 products 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®.