Insurance professional
We know you have many clients, with many unique needs. We're here to help you determine a path for every one of them.
Take advantage of our suitability support
Benefit from a more streamlined and user-friendly transaction and more satisfied clients by aligning products with your clients' unique needs.
Help clients keep more, even during volatile markets
Some clients are not as concerned with growth as avoiding loss. And some want both. We’re here to show how our products can help address their retirement wants and needs.
Match clients' goals with products that could help get them there
Use Product Match Pro, our quick and easy matching tool, to help address clients' aspirations.
- Start a conversation with your clients about their needs
- Identify annuity options that align with those needs
- Show clients the importance of planning for retirement
Annuity options for your specific business model
Every retirement is unique. It's why we offer these types of annuities designed to fit your clients' goals.
Annuities are long-term, tax-deferred vehicles designed for retirement. 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 benefits are available for an additional charge in addition to the ongoing fees and expenses of the annuity and may be subject to conditions and limitations.
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*Lifetime income of the add-on benefit becomes effective at issue if the designated life is age 59½ at issue, or upon the contract anniversary following designated life's 59½ birthday, provided the contract value is greater than zero and has not been annuitized.
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.
Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York. They are not backed by the broker/dealer from which this annuity contract is purchased, by the insurance agency from which this annuity contract is purchased, or any affiliates of those entities, and none makes any representations or guarantees regarding the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York.
The latest maturity date or income date allowed under an annuity contract is age 95, which is the required age to annuitize or take a lump sum.
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) and 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).