RIA & Wealth Manager
Fee-based annuity solutions for the unique needs of your RIA firm and your clients' retirement portfolios.
Strategies designed to enhance your RIA practice
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.
Investment adviser registration made easy
Establishing your business at Jackson has never been easier. Register now to take advantage of the RIA and wealth manager's digital experience.
Services for transitioning financial professionals
We're here to integrate your clients' annuity contract data into your RIA business technology. Taking 25 minutes to leverage our annuity review capability helps you evaluate your annuity book of business and possibly validate if the existing annuity contracts are consistent with your clients' holistic financial plan.
Resources to help with your business
RIA Academy
Register for our monthly webinars ranging in topics from Advanced Strategies to Financial Technology and the digital platforms that make it easier to do business at Jackson.
Retirement research center
Read our latest retirement statistics and research topics to help your clients make informed decisions about their financial future.
Well-respected investment managers
Our Jackson National Asset Management (JNAM)† team emphasizes the importance of oversight and money-manager selection. Our partnerships include access to institutional share classes from industry-leading investment managers like T. Rowe Price, J.P. Morgan, Capital Group and BlackRock.‡
Investment options
We partner with well-known investment management firms to offer a wide range of investment options, including investments available exclusively to Jackson, through our variable annuity platform.
Investment due diligence
Our investment partners are selected and monitored through a rigorous due diligence process guided by five key criteria known as the PROOF process.
Connect with a consultant
You can connect with our dedicated consultants in many ways. Send us a note and we will get back to you within 24 hours, contact us at (800) 711-7397, or view our coverage map to connect with a specific consultant.
Additionally, please read our web privacy policy to learn how we utilize the information you submit in the form on this page.
*The concierge team operates as part of Jackson National Life Distributors LLC (“JNLD”). JNLD is a wholly owned subsidiary of Jackson National Life Insurance Company (collectively, with its affiliates “Jackson”) and distributes annuities issued by Jackson. JNLD’s primary activities involve the distribution of annuities, insurance, and mutual funds issued by Jackson and its affiliates through financial intermediaries. JNLD offers limited brokerage services and makes recommendations to retail investors who are referred to it by fiduciaries such as trust companies and registered investment advisers. JNLD and its concierge team’s financial professionals are not a fiduciary with respect to the recommendations and do not maintain a fiduciary relationship with your clients. JNLD does not make investment decisions for your clients or provide ongoing investment advice, monitor investments, or hold customer accounts or assets. JNLD forwards your client’s product application to Jackson, the insurance carrier. Your client’s investment is held direct by Jackson, not in an account at JNLD. Upon acceptance of the application by Jackson, JNLD’s relationship with your client ends.
†Jackson National Asset Management, LLC® (JNAM) is an investment adviser registered with the U.S. Securities and Exchange Commission and is the investment adviser to the “Funds,” which are investment companies (subaccounts) that underlie the Jackson variable products. Nothing contained herein is investment advice nor a solicitation for investment advisory services. JNAM is an affiliate of Jackson National Life Distributors LLC and Jackson National Life Insurance Company.
‡The referenced companies are not affiliated with Jackson National Life Distributors LLC.
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.
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®.