Tools and resources

    This is your hub for articles, webinars and innovative tools to keep your business running full speed ahead.

    Model the future for your clients

    Show your clients what their retirements can look like. We're here to help with the latest tools to assist you.

    • Retirement income and expense calculator
    • Social Security calculator
    • Tax deferral* calculator
    • Client assessment tools and more

     

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    Track investment performance with real-life data

    Experience firsthand the combined power of Jackson performance and Morningstar® analytics to help you stay on top of your clients' investing goals.
     

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    Client resources

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    Articles and insights

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    Financial trends

    September 27, 2024

    How to become a financial advisor

    Financial advisors and financial planners play a crucial role in helping people and businesses in making smart decisions about their money. If you're interested in becoming a financial advisor, see our step-by-step checklist to learn more.

    15 min
    Risk management

    August 30, 2024

    How Americans really feel about inflation data

    With many consumers saying one thing about inflation and many economists saying another, what’s really going on in the economic environment – and what can you do about it?

    10 min
    Annuities

    November 8, 2024

    Understanding annuity income

    Learn more about how annuity income may be a powerful addition to your clients' financial plan.

    10 min

    *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. 

     

     

    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. 

    Morningstar® and the Morningstar logo are registered trademarks of Morningstar, Inc. All other Morningstar products and proprietary tools, including Morningstar Ratings and Morningstar Style Box are trademarks of Morningstar, Inc.

    Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities and registered index-linked 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 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®.