Integrating technology platforms is essential to your business. Get help with the aggregation of annuities and other investments in your portfolio-management and financial-planning tools.
The information you need can be centrally located on the system you know and are comfortable using. Our strategic alliances with technology platforms and providers makes seamless data integration possible.
Learn new approaches and fresh ways to think about how to navigate these common pitfalls. This white paper explains ways to help transfer, hedge, or pool these risks in new ways.
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.
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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. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.
Jackson, its distributors, and their respective representatives 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. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. You should rely on your own independent advisors as to any tax, accounting, or legal statements made herein.
Jackson and the firms listed on this page are separate unaffiliated 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 Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.
