You have unique business needs, so we developed a digital experience supported by a fully licensed concierge team* to help facilitate documentation and submission. With a few easy steps, you can establish access and manage contracts for your clients:
Our dedicated teams help identify the right annuity based on your client’s need.
Engage with our fully licensed concierge team as they handle the application and suitability/best interest.
We issue the contract upon receipt of funds, so you can access, trade, establish fee billing, and manage online.
Exclusive to RIA and Wealth Managers, Jackson introduces a digital experience to help clients with wealth accumulation and preservation, tax mitigation, wealth transfer, income generation, and risk management strategies. And it all starts with the Digital Client Needs Analysis. After you register with us, you can use this system to research client options and communicate your client's needs.
Fee billing is a service that allows you to withdraw your advisory fee from a Jackson annuity contract. This service offers several options for charging your advisory fee including average daily value asset-based calculations or specified dollar amounts billed monthly, quarterly or one-time dollar amounts. You can also upload a file for bulk fee processing.
We have strategic relationships with RIA insurance providers you can utilize for access to advisory annuities from Jackson.
For information, contact our Insurance Platforms team at (800) 711-7305.
The above-referenced companies are not affiliated with Jackson National Life Distributors LLC.
Jackson offers a team of experts and dedicated consultants for specialized business needs.
When it comes to answering questions and offering assistance with care and clarity, our Customer Care Center is one of the best in the business.†
Choose a provider with the financial expertise and superior service that strives to reduce the confusion around retirement planning. With Jackson, you get expertise you can depend on, a partner that will help you do right by your clients, by doing right by you.
Managing and gaining access to your clients’ existing annuities has never been easier. You can choose to gain access to existing commission and advisory contracts on Jackson.com. For RIA and Wealth Managers, review this RIA registration and contract access guide for more details.
Managing and gaining access to your clients’ existing annuities has never been easier. You can choose to gain access to existing commission and advisory contracts on Jackson.com. For RIAs that partner with an outsourced insurance desk, review this RIA registration and contract access guide for more details.
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.
*The concierge team operates as part of Jackson National Life Distributors LLC (“JNLD”). JNLD is a wholly owned subsidiary of Jackson National Life Insurance Company (collectively, with its affiliates “Jackson”) and distributes annuities issued by Jackson. JNLD’s primary activities involve the distribution of annuities, insurance, and mutual funds issued by Jackson and its affiliates through financial intermediaries. JNLD offers limited brokerage services and makes recommendations to retail investors who are referred to it by fiduciaries such as trust companies and registered investment advisers. The concierge team's financial professionals will review a client's investment profile and may make a recommendation regarding a Jackson annuity if doing so is in the client's best interest. If a client wants the annuity, JNLD then serves as the broker/dealer of record and insurance agency for the transaction. JNLD's recommendations are limited to products sponsored by Jackson. JNLD and its concierge team’s financial professionals are not fiduciaries with respect to the recommendations and do not maintain a fiduciary relationship with your clients. JNLD does not make investment decisions for your clients or provide ongoing investment advice, monitor investments, or hold customer accounts or assets. JNLD forwards your client’s product application to Jackson, the insurance carrier. Your client’s investment is held directly by Jackson, not in an account at JNLD. Upon acceptance of the application by Jackson, JNLD’s relationship with your client ends.
†SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006-2023. (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.)
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 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.
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®.