Every one of your clients' lives are unique and meaningful. Priorities shift, but rarely do dreams. They trust you with the ins-and-outs of their financial future, and their shifting goals should always carry over to their overall plan. With Jackson, you can count on informative tools and resources as unique as your clients, to help you adapt and keep up with their ideal future in mind.
*Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York and do not apply to the principal amount or investment performance of a variable annuity’s separate account or its underlying investments.
Explore our resources to help facilitate meaningful client conversations that identify purpose, define goals, address income planning, and more.
For additional information, please refer to the current prospectus for Perspective II and Perspective II New York.
It is critically important that your assets align with your overall financial plan. Understanding how to properly title annuities can help ensure your annuity coincides with your long-term goals.
Variable annuities may help to mitigate a number of risks that retirement investors face.
Our Flex DB is an add-on living benefit with a nonreducing death benefit feature—available with most Jackson variable annuities for an additional cost—that allows you to take income throughout your retirement and leave money to your beneficiaries.
Learn more about the phases of trust planning and the many ways that trust-owned annuities can be a powerful planning tool for your clients.
Learn more about the potential benefits of tax-deferred annuities in trusts including how they can fit into your client’s overall retirement and estate goals.
Markets have historically moved up more often than down. Waiting for the market to stabilize could mean missing out on much-needed gains.
†Tax deferral offers no additional value if an IRA or a qualified plan, such as 401(k), is used to fund an annuity and may be found at lower cost in other investment products. It also may not be available if the annuity is owned by a legal entity such as a corporation or certain types of trusts.
Explore our resources to help facilitate meaningful client conversations that identify purpose, define goals, address income planning, and more.
Compare your 1040 form to our digital example to find potential tax inefficiencies and help identify opportunities for growth.
Stay in the know about the recent Secure 2.0 Act changes enacted on December 29, 2022. If the recent changes impact you or your clients, please reference the FAQs below.
Tax-deferred variable annuities can help your money grow more quickly because you only pay taxes on investment gains when you take withdrawals.
Placing tax-inefficient investments into tax-advantaged accounts can keep more of your money working.
Discover tax strategies that can help your clients retain more of their assets.
Know the facts of your tax situation as it relates to the creation, preservation, and distribution of your wealth.
†Tax deferral offers no additional value if an IRA or a qualified plan, such as 401(k), is used to fund an annuity and may be found at lower cost in other investment products. It also may not be available if the annuity is owned by a legal entity such as a corporation or certain types of trusts.
Explore our resources to help facilitate meaningful client conversations that identify purpose, define goals, address income planning, and more.
Here are five tips to help avoid common pitfalls and stay on track toward helping your client's achieve their financial goals.
Intrayear declines in the S&P 500 have averaged -13.9% since 1954, yet annual price returns have been positive in 51 of those 70 calendar years.
Variable annuities may help to mitigate a number of risks that retirement investors face.
A review of how Jackson is able to maintain its insurance guarantees and integrity when the market becomes uncertain.
We are committed to helping clarify retirement's complexity. Take a closer look at our strengths and knowledge. We may help inform more confident choices today—and better outcomes tomorrow.
In the "new normal" economy, the benefits of annuities are even more powerful.
Did you know that trusts can benefit from the same features annuities have? Namely, they offer tax deferral†, income control, and diversified investment options.
Expanding solutions beyond traditional one-dimensional models may create a better client experience—and delivering strategies based on big-picture thinking may help you hit the ball out of the park in retirement planning.
Discover the potential benefits of diversification and asset allocation, and how to manage market risk.
†Tax deferral offers no additional value if an IRA or a qualified plan, such as 401(k), is used to fund an annuity and may be found at lower cost in other investment products. It also may not be available if the annuity is owned by a legal entity such as a corporation or certain types of trusts.
‡Diversification does not assure a profit or protect against loss in a declining market.
We have a library making complex topics simple for your client's individual retirement planning and strategy needs.
From planning your client's first steps for retirement to maintaining their lifestyle throughout retirement, our tools are designed to help you guide your clients each step of the way.
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.
Before investing, investors should carefully consider the investment objectives, risks, charges, and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses provide this and other important information. Please contact your financial professional or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer's individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.
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®.
