Planning Tools for Your Journey
Leveraging industry-leading technology for holistic wealth planning.
Empower Your Planning Capabilities
Identify the impact annuities could have on your clients’ retirement plans. Our alliances with industry-leading wealth-management technology providers can help with the aggregation of investments in your portfolio management and financial planning tools.
Retirement Expense Calculator
Projecting expenses in retirement just got easier for your clients, with the Retirement Expense Calculator from Jackson®. Based on the Federal Government's Consumer Expenditure Survey data, the Retirement Expense Calculator provides a way for you to help your clients to effectively project their expenses in retirement using factors such as current income, retirement age, and retirement state.
Purpose Meets Planning
The Purpose Meets Planning interactive experience allows you to illustrate three different client scenarios with and without protected lifetime income, so they can see for themselves—in an instant—how different their circumstances can be.
Add Value With Interactive Asset Location Tool
Taxes can have a significant effect on portfolio performance, reducing gains and slowing wealth accumulation. Jackson worked with LifeYield to bring you a complimentary Taxficient® Quick Proposal, which is designed to help you illustrate the importance of asset location and quantify how it might enhance a client’s portfolio.
Support for Your Planning Tools
Jackson offers support to help you assess if annuity solutions are a good fit for your clients with the planning software you use every day.
Envestnet MoneyGuide gives you intuitive, interactive, visually compelling tools to help your clients view their financial future. They offer MoneyGuidePro® and MoneyGuideOne.
LifeYield specializes in helping clients maximize tax efficiency. Evaluate the tax drag of different investments and actively control the location of those assets among taxable, tax-free and tax-deferred* accounts.
Riskalyze, as the name implies, develops software that helps you set clear expectations with clients, more accurately gauge their risk tolerance, and build a portfolio with the right amount of risk.
RightCapital's financial planning solution allows you to simplify the planning process and differentiate the service you offer clients with easy-to-use tools and analysis.
Investment Advisor Registration Made Easy
With a digital registration process, establishing your business at Jackson has never been easier.
Enrich Client Relationships Beyond the Portfolio
Retirement planning should be about more than just a number. Our Retire on Purpose resources are designed to support and strengthen your client relationships by offering much more than just financial advice—allowing you to integrate the topic of purpose into personal, goal-focused planning conversations.
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.
* Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a “non-natural person” such as a corporation or certain types of trusts.
Jackson® is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Jackson National Life Distributors LLC