Financial professionals

Resources for your professional practice

We understand that your focus needs to be on your clients. Leverage our tools and resources to support you along the way.

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Learn how to become an appointed financial professional with Jackson, and gain access to essential financial-planning tools and benefits.

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Tools for your practice

From planning your client's first steps for retirement to maintaining their lifestyle throughout retirement, our financial calculators and tools are designed to help you guide your clients each step of the way.

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Client conversation resources

Our resources help you begin meaningful conversations with your clients—to help identify purpose, define goals, address shifts in priorities, and discover products for their ideal financial future.

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Jackson LIVE webinars

Take advantage of our webinar series to gain insights that can help you meet your client’s evolving needs and build your business.

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Jackson.com - Making it easier

At Jackson, we are committed to providing clarity for a confident future. We do this a number of ways – one of which is to provide a digital solution that makes it easy for you to help clients pursue better retirement outcomes. Whether you’re looking for educational information, to interact with a retirement calculator, view beneficiaries and performance, or connect with your client’s unique situation with an annuity, Jackson.com is designed with you in mind.

Additional resources

Benefits of advisory annuities

A new generation of annuities is designed for a fee-based advisory relationship where you can debit advisory fees from variable annuity contracts with no commission or withdrawal charges^*. Learn more about the benefits of advisory annuities.

Why advisory annuities?

When you need help, we’re here to answer the call

Jackson’s award-winning Customer Care Center^† is here to support you and your clients every step of the way.

Service you can depend on

^*With variable annuities, a contract charge and subaccount charges will apply. Market value adjustment may apply to withdrawals from fixed index and registered index-linked annuities.

^†SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006 - 2022, for the financial services industry. (To achieve world-class certification, 80% of more of call-center customers get their contact resolved on the first call to the call center for 3 consecutive months or more.)

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^®.

Financial professionals

Resources for your professional practice

Jackson.com - Making it easier

Additional resources

Benefits of advisory annuities

When you need help, we’re here to answer the call

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