Work smarter not harder.

Be an even bigger hero to your clients.

At Jackson, we’re committed to making your work easier and more rewarding.

Spend more of your time with clients, not paperwork. Have better conversations, make better decisions, and run your practice with greater confidence. Try these tools and calculators right now to see how.

Retirement expense and income calculator

Project clients’ retirement expenses using current income, as well as their retirement age and state. Also calculate the gap between their essential expenses and income.

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Tax advantages tool

Compare how tax-deferred annuities may grow versus taxable investment accounts. While annuity contributions aren’t deductible, earnings aren’t taxed until withdrawal, allowing tax deferral to potentially compound growth over time

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Jackson's Product Match Pro

Jackson’s Product Match Pro makes it easy to sell the right annuity to the right client.

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Exclusive tools for appointed advisors.

When you access our advisor portal, you will have exclusive access to a wide range of materials to grow your business and support your clients. Here’s just three examples of the kind of support we offer fully appointed advisors.

Portfolio Construction Tool

Quickly and easily build diversified portfolios with the aid of insightful investment research and analysis, powered by Morningstar® data.

Jackson's illustration engine

Save time with a tool that generates fast, intuitive, and customized illustrations for the spectrum of annuities available through Jackson.

Pending Business tracker

Staying on track is easy with our new tool, which shows your policy's status every step of the way. With real-time updates, you can quickly resolve any outstanding requirements.

There has never been a better time to be a Jackson Appointed Advisor

Featured Tool:

Product Match Pro

How to identify the right annuity for the right client

Jackson’s Product Match Pro makes it easy to match the right annuity to the right client. As client needs grow more complex and product options expand, Product Match Pro simplifies the process. By answering a few questions about priorities such as income versus growth, risk tolerance, time horizon, and legacy goals, you receive a tailored set of Jackson annuity products to consider with your client.

Start with insight
Use the tool to collect a meaningful client profile with actionable information that helps jump-start the planning process.

Lead the discussion
Start conversations with your clients that help them refine their goals and learn how to achieve them.

Align product choices
Identify annuity options that align with the profiles you and your clients have built together.

Strengthen relationships
Demonstrate the value of retirement planning and the distinct added value that you bring to the table.

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Let's do business together

There’s never been a better time for you and Jackson to connect—or reconnect. We have the products, resources and drive to help you up your game and delight your clients.

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 and registered index-linked annuities are distributed by Jackson National Life Distributors LLC, member FINRA. These products have limitations and restrictions. Discuss them with your clients or 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®.

Products and features may be limited by state availability, and/or your selling firm's policies and regulatory requirements (including standard of conduct rules).