Identify the impact annuities could have on your clients’ retirement plans. Our alliances with industry-leading wealth-management technology providers can help with the aggregation of annuities and other investments in your portfolio-management and financial-planning tools.
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. Add-on living benefits are available for an extra charge in addition to the ongoing fees and expenses of the variable annuity and may be subject to conditions and limitations.
Projecting expenses in retirement just got easier for your client with the Retirement Expense & Income calculator from Jackson. Our tool provides a way for you to help your clients effectively project their expenses in retirement using factors such as current income, retirement age, and retirement state. You can also calculate the gap between essential expenses and guaranteed income to help your client find a solution.
Social Security is a foundational part of a retirement income plan and deciding when to start collecting monthly benefits is an important decision. Our Social Security calculator, powered by Envestnet MoneyGuide, is designed to help make a client's decision easier.
Use our tax deferral* calculator to learn how nonqualified annuities could help reduce tax drag on investments and help your clients achieve their financial goals.
It can be difficult for clients to articulate what they really want from retirement, making it harder for you to help them get there. Our assessment tools offer everything you need to kickstart a meaningful conversation—and it’s all in one place.
Deposits into an annuity are tax-deferred*, which can have a dramatic effect on the growth of an investment. Use this calculator to compare your client's tax advantages of purchasing an annuity versus an investment account where the interest is taxed each year.
Tax-deferral* can have a dramatic effect on the accumulation and withdrawal amounts of an investment. This analysis will help to compare the accumulation values and after-tax withdrawals of an investment subject to income tax each year versus deferring the tax until withdrawals occur.
*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.
Registered professionals resources
Financial planning software
Highlight the true value of what you provide to your clients by taking advantage of these resources for Jackson-registered professionals.
Access all your Jackson products, client contract information and perform contract maintenance (including trades) from one location.
Save time and execute trades through the convenience of Jackson's trading platform, which offers you the ability to conduct mass trades or trade by investment profile.
Cut down on paperwork and stay on top of servicing client policies with a tool that centralizes all client correspondence.
Quickly and easily build diversified portfolios with the aid of insightful investment research and analysis, powered by Morningstar® data.
Instantly create detailed, easy-to-understand client reports for the Jackson variable annuities in your book of business.
Save time with a tool that generates fast, intuitive, and customized illustrations for the spectrum of annuities available through Jackson.
Tap into the marketing power of Jackson with a wide variety of marketing materials for financial professionals and clients.
Jackson offers support to help you assess if annuities are a good fit for your clients with the planning software you use every day.
eMoney features planning solutions that run the gamut from simple to sophisticated, depending on your clients' needs. You can also track client behavior to enhance your planning services.
Envestnet MoneyGuide gives you intuitive, interactive, visually compelling tools to help your clients view their financial future. They offer MoneyGuidePro® and MoneyGuideOne.
LifeYield specializes in helping clients maximize tax efficiency. Evaluate the tax drag of different investments and actively control the location of those assets among taxable, tax-free and tax-deferred* accounts.
The Nitrogen Growth Platform empowers advisors and firms to make informed decisions—and informed decisions are the fuel advisory firms use to help deliver long-term financial outcomes.
RightCapital's financial planning solution allows you to simplify the planning process and differentiate the service you offer clients with easy-to-use tools and analysis.
Capital Group | American Funds explores how variable annuities may help mitigate a number of risks that investors face.
Guaranteed income-producing annuities all leverage this simplist of advantages: relying on the law of large numbers. This advantage means insurers are inherently able to provide higher income streams.
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.
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.
Tax deferral offers no additional value if an IRA or a qualified plan, such as a 401(k), is used to fund an annuity 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.
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.
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®.