Calculators and tools
You support your client’s journey toward financial freedom, we provide tools to assist in that journey and highlight the value of retirement planning.
Calculators and tools for everyone
From planning your client's first steps toward retirement, our tools are designed to help you guide your clients each step of the way.
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
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. Add-on benefits are available for an extra charge in addition to the ongoing fees and expenses of the annuity and may be subject to conditions and limitations.
Model clients' portfolios with our award-winning1 RILA tool
Tools for appointed professionals
Highlight the true value of what you provide to your clients by taking advantage of these resources for Jackson-appointed professionals.
Book of business tool
Access all your Jackson products, client contract information and perform contract maintenance (including trades) from one location.
Trading platform
Save time and execute trades through the convenience of our platform, which helps you conduct mass trades or trade by investment profile.
Electronic filing cabinet
Cut down on paperwork and stay on top of servicing clients with a tool that centralizes all
client correspondence.
Portfolio construction tool
Quickly and easily build diversified portfolios with the aid of insightful investment research and analysis, powered by Morningstar® data.
Portfolio review tool
Instantly create detailed, easy-to-understand client reports for the Jackson variable annuities in your book of business.
Jackson Illustration Engine®
Save time with a tool that generates fast, intuitive and customized illustrations for the spectrum of annuities available through Jackson.
Advisor marketing center
Tap into the marketing power of Jackson with a wide variety of marketing materials for financial professionals and clients.
Highlight annuities' value with our suite of software tools
eMoney
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
Envestnet MoneyGuide gives you intuitive, interactive, visually compelling tools to help your clients view their financial future. They offer MoneyGuidePro® and MoneyGuideOne.
LifeYield
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.
Nitrogen
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
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.
*Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York.
†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.
‡Tax deferral offers no additional value if an IRA or 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.
1Datos Insights 2024 Insurance Technology Impact award and 10th annual 2024 WealthManagement.com Industry Awards “Wealthies” award in the insurance category for Jackson’s registered index-linked annuity (RILA) digital ecosystem.
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 Jackson representative 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.
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. 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.
Jackson is not affiliated with eMoney, Envestnet MoneyGuide, LifeYield, Nitrogen or RightCapital.
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).