Making it easier to do business

A digital experience to simplify the way you manage client relationships.

Clearing the path for your business

You have unique business needs, so we developed a digital experience supported by a fully licensed concierge team to help facilitate with account opening, documentation, and submission. With a few easy steps, you can establish access and manage contracts for your clients: 

Research client options

Our dedicated teams help identify the right annuity based on your client’s need.

Suitability and review

Engage with our fully licensed concierge team as they handle the application, suitability, and review.

Manage client contracts

We issue the contract upon receipt of funds, so you can access, trade, establish fee billing, and manage online.

Digital Client Needs Analysis

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 Jackson, you can use this system to research client options and communicate your client's needs.

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.

Dedicated consultant

Your dedicated consultant is specialized in advanced planning, investment management, and tax management strategies for individuals and families.

Team of experts

Jackson offers a team of experts for specialized business needs.

  • Advanced Strategies: a team of attorneys and advanced designees who provide support for complex tax, trust, estate, charitable, and retirement planning issues.
  • Investment Product Strategy: the go-to resource for capital market inquiries and a deeper perspective of subaccounts.
  • Advisory Integration Group: your connection to implementing advisory products on various platforms and the industry's latest financial technology

Research & insights for Wealth Managers

Jackson's financial facts and figures

For more than 50 years, Jackson has offered an array of products designed to help you plan for your retirement and protect your loved ones. Jackson maintains a firm commitment to corporate integrity, superior products, and outstanding service. Whatever your financial goals, we’re here to help you pursue them.

Post-crisis consumer

The impact of COVID-19 extends far beyond one's health and one's portfolio. Lifestyle shifts have ripple effects on how consumers approach financial planning. Using research from a national U.S. survey, this white paper outlines how consumers differ in their personal and financial responses to COVID: how that has affected their plans, goals and attitude to risk; and how advisors can better connect with clients.

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

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®.