Making It Easier to Do Business

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

Clearing the Path for Your Business 

We understand that 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.

Jackson® issues the contract upon receipt of funds, so you can access, trade, establish fee-billing, and manage online.

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 sub-accounts.

Advisory Integration Group

Your connection to implementing advisory products on various platforms and the industry's latest financial technology.

Investment Advisor Registration Made Easy

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

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.

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. 

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.

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®.