Investment advisor registration made easy
Establishing your business at Jackson has never been easier. Register now to take advantage of the RIA & Wealth Manager's digital experience.
Integration with your practice
Connecting your technology platform to create efficiencies in your business.
For the road ahead
Integrating technology platforms is essential to your business. Get help with the aggregation of annuities and other investments in your portfolio-management and financial-planning tools.
Seamless integration saves you time and technology headaches
The information you need can be centrally located on the system you know and are comfortable using. Our strategic alliances with technology platforms and providers makes seamless data integration possible.
Filter integrations
Select integrations by type
Filter results
Enabled by FAN Mail
Select Integrations by Text Link
Enabled by FAN Mail
Select Integrations by Text Link
Enabled by FAN Mail
Select Integrations by Text Link
Third Party Aggregator
Contact these integration partners directly.
Additional integration options
Use this link for all options that are enabled by FanMail
Don’t see your software listed?
Reference the FANMail website for a complete listing of software vendors linked via DST FANMail.
Research & insights for Wealth Managers
Managing taxes and other retirement risks
Learn new approaches and fresh ways to think about how to navigate these common pitfalls. This white paper explains ways to help transfer, hedge, or pool these risks in new ways.
A blueprint for better retirement planning
Jackson has identified five personas based on in-depth research. Each persona reveals a unique combination of traits, personal history, and attitudes that influence how people think about their retirement plans.
Connect with a consultant
You 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.
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. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.
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.
Jackson and the firms listed on this page are separate unaffiliated entities.
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®.