You have unique business needs, so we developed a digital experience supported by a fully licensed concierge team1 to help facilitate documentation and submission. With a few easy steps, you can establish access and manage contracts for your clients:
Our dedicated teams help identify the right annuity based on your client’s need.
Engage with our fully licensed concierge team as they handle the application and suitability/best interest.
We issue the contract upon receipt of funds, so you can access, trade, establish fee billing, and manage online.
Exclusive to RIA and wealth managers, Jackson introduces a digital experience to help clients with wealth accumulation and preservation, tax mitigation, wealth transfer, income generation, and risk management strategies. And it all starts with the Digital Client Needs Analysis. After you register with us, you can use this system to research client options and communicate your client's needs.
Fee billing is a service that allows you to withdraw your advisory fee from a Jackson annuity contract. This service offers several options for charging your advisory fee including average daily value asset-based calculations or specified dollar amounts billed monthly, quarterly or one-time dollar amounts. You can also upload a file for bulk fee processing.
We have strategic relationships with RIA insurance providers you can utilize for access to advisory annuities from Jackson.
For information, contact our Insurance Platforms team at (800) 711-7305.
The above-referenced companies are not affiliated with Jackson National Life Distributors LLC.
Get in touch with our dedicated consultants including Advanced Planning, platform integration, Portfolio Specialist Group, Advisory Integration Group, Suitability and transitioning services for RIAs.
Managing and gaining access to your clients’ existing annuities on Jackson.com has never been easier. Review this guide for more details.
With Jackson, you get expertise you can depend on, a partner that will help you do right by your clients, by doing right by you.
You can connect with our dedicated consultants in many ways. Send us a note and we will get back to you within 24 hours, contact us at (800) 711-7397, or view our coverage map to connect with a specific consultant.
Additionally, please read our Web Privacy Policy to learn how we utilize the information you submit in the form on this page.
1The concierge team operates as part of Jackson National Life Distributors LLC (“JNLD”). JNLD is a wholly owned subsidiary of Jackson National Life Insurance Company (collectively, with its affiliates “Jackson”) and distributes annuities issued by Jackson. JNLD’s primary activities involve the distribution of annuities, insurance, and mutual funds issued by Jackson and its affiliates through financial intermediaries. JNLD offers limited brokerage services and makes recommendations to retail investors who are referred to it by fiduciaries such as trust companies and registered investment advisers. The concierge team's financial professionals will review a client's investment profile and may make a recommendation regarding a Jackson annuity if doing so is in the client's best interest. If a client wants the annuity, JNLD then serves as the broker/dealer of record and insurance agency for the transaction. JNLD's recommendations are limited to products sponsored by Jackson. JNLD and its concierge team’s financial professionals are not fiduciaries with respect to the recommendations and do not maintain a fiduciary relationship with your clients. JNLD does not make investment decisions for your clients or provide ongoing investment advice, monitor investments, or hold customer accounts or assets. JNLD forwards your client’s product application to Jackson, the insurance carrier. Your client’s investment is held directly by Jackson, not in an account at JNLD. Upon acceptance of the application by Jackson, JNLD’s relationship with your client ends.
Annuities are long-term, tax-deferred vehicles designed for retirement and are insurance contracts. Variable annuities and registered index-linked 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. Add-on living benefits are available for an extra charge in addition to the ongoing fees and expenses of the variable annuity and may be subject to conditions and limitations. There is no guarantee that a variable annuity with an add-on living benefit will provide sufficient supplemental retirement income.
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 and registered index-linked 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®.