Get appointed

Your partner in success

At Jackson, we are committed to helping you do what you do best—working with clients to understand their unique financial needs and helping them pursue the retirement they want. We are partners in your success, providing a wide range of annuities and tools that can add value to your practice. If you’re interested in exploring Jackson annuities for your clients, consider getting appointed with us.

To get in touch with your representative, contact us or call (877) 552-1220.

Advantages for appointed financial professionals

As an appointed financial professional, you will have exclusive access to:

  • A proprietary suite of tools
  • One of the largest sales teams in the industry
  • Advanced Strategies Group
  • Investment Product Strategy Group
  • Advisory Integration Group
  • Marketing content support

When you partner with us, you can benefit from the following:

Annuities

With the range of annuities we offer, we make it easy to work within any practice through a range of commission—and fee-based products.

Investment performance

We are proud of our record and of how our wide range of sub-accounts within our variable annuity products have performed*

Financial strength

When it comes to your client's retirement assets, it is important to work with a company that has the financial strength to deliver on its promises.

Calculators and tools

Experience the variety of financial calculators and tools that are designed to help you guide your clients through their retirement journey. 

Client conversation resources

Our resources help identify purpose, define goals, address shifts in priorities, and discover products that support your client's financial future.

What is an Annuity?

Annuities are long-term, tax-deferred vehicles designed for retirement. 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.

Additional resources

Financial Professional Compliance Manual

This "Financial Professional Compliance Manual" and Jackson's Financial Professional Agreement express Jackson's requirements regarding legal and ethical business standards for its Financial Professionals.

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.

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. You should rely on your own independent advisors as to any tax, accounting, or legal statements made herein.

*Past performance is no guarantee of future results. Investment performance is subject to fluctuation and may lose value.

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. 

SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006-2022. (Criteria used for Call Center World Class FCR Certification is 80% or higher of customers getting their contact resolved on the first call to the call center (FCR) for 3 consecutive months or more.)

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.

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®.