RIA & Wealth Managers
Discover the tools and resources designed specifically for RIA & Wealth Managers.
RIA & Wealth Managers
Discover the tools and resources designed specifically for RIA & Wealth Managers.
Jackson Retirement Investment Annuity®
A fee-based variable annuity designed specifically for RIAs. This product provides tax-deferred*, institutionally priced, and managed investments along with add-on benefits for income protection and legacy opportunities.
Jackson Retirement Investment Annuity®
A fee-based variable annuity designed specifically for RIAs. This product provides tax-deferred*, institutionally priced, and managed investments along with add-on benefits for income protection and legacy opportunities.
Jackson Market Link Pro® Suite
Experience how our registered index-linked annuity products can align with your financial plan.
Jackson Market Link Pro® Suite
Experience how our registered index-linked annuity products can align with your financial plan.
- RIA & Wealth Managers
- Jackson Retirement Investment Annuity
- Jackson Market Link Pro Suite
Why partner with us
We are partners in your success, providing a wide range of annuities and tools that can add value to your practice and help your clients pursue the retirement they want.
Educational resources
Check out our article library for insights into retirement planning strategies.
Client conversation resources
Explore our resources that can help you begin meaningful conversations with your clients.
Jackson LIVE webinar series
Register for our Jackson LIVE webinar series to stay up-to-date on industry-leading information and gain insights into today's financial markets and practice management.
What is an Annuity?
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.
*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 “legal entity” such as a corporation or certain types of trusts.
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 representative 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®.