Client resources
Our retirement articles and planning resources help identify purpose, define goals, address shifts in priorities and discover products to help clear up retirement.
Start the conversation that really matters
Priorities shift, but rarely do dreams. Clients trust you with the ins-and-outs of their financial future, and their shifting goals should always carry over to their overall plan. Count on our informative tools and articles to help you adapt and keep up with your clients’ ideal future.
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.
- Thought leadership insights
- Tax management strategies
- RIA and wealth managers resources
7 smart ways financial professionals are already using AI
Learn how financial professionals are using AI to streamline operations, boost productivity and enhance client engagement—all while staying mindful of compliance considerations.
Balance risk and reward with variable annuities
For clients who want to help grow their assets while addressing the risks that come with retirement, variable annuities can be a valuable addition to the planning toolbox.
Empowering women: A financial professional's essential guide
Gain insights on specific challenges that female retirees face and how financial professionals can help support their retirement needs.
Personalized retirement planning for today's retirees
Your clients retirement goals are as unique as they are. Explore practical tips for building personalized financial plans that can evolve with their changing needs.
Managing retirement risks with fixed index annuities
Discover how fixed index annuities can support flexible strategies to help manage risk and deliver more preditable retirement outcomes.
The future of retirement planning
Explore how money mindsets are changing and what that means for your clients' financial future.
For additional information, please refer to the current prospectus for Perspective II and Perspective II New York.
5 key tax-planning strategies
Check out these five important tax strategies that can help your clients keep more of what they earned during the tax season.
Minimize your tax burden
Discover tactical strategies that strive to reduce tax burdens and manage taxes in crucial financial situations for your clients.
Tax digital playbook
Learn tax strategies that can help your clients retain more of their assets.
Tax-deferred annuities and trusts
Learn more about the potential benefits of tax-deferred* annuities in trusts including how they can fit into your client’s overall retirement and estate goals.
Taxes are like a jar of jelly beans
Use our jelly beans vizualization to help explain to your clients how taxes impact different sources of income.
The One Big Beautiful Bill Act (OBBBA)
Review select provisions of the OBBBA to better understand potential impacts on your clients' finances and how they may influence their planning decisions.
Empowering women: A financial professional's essential guide
Gain insights on specific challenges that female retirees face and how financial professionals can help support their retirement needs.
Managing risks with variable annuities
Learn how variable annuities can help expand investment advisor representative's (IARs) approach to risk-management.
Multigenerational benefits of annuities
Learn more about the many ways that trust-owned annuities can be a powerful planning tool for your clients.
Offsetting uncertainty with a guarantee
Discover how the protection options in a registered index-linked annuity may eliminate losses in a down market.
Spenders and savers
This Jackson study examines how spender and saver mindsets may shape retirement planning decisions and financial outcomes.
The diverse benefits of advisory annuities
Help clients pursue wealth accumulation and preservation, mitigate taxes, transfer wealth, generate income and manage risk.
*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.
†Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York.
‡Diversification does not assure a profit or protect against loss in a declining market.
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. 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.
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).