Making it easier to do business
Choose to use our digital experience or one of our outsourced insurance desk (OID) partnerships to access Jackson's fee-based annuity solutions.
Clearing the path for your practice
You have unique business needs, so we developed a digital experience supported by a fully licensed concierge team* to help facilitate documentation and submission. With a few easy steps, you can establish access and manage contracts for your clients:
Research client options
Our dedicated teams help identify the right annuity based on your clients’ need.
Suitability and review
Engage with our fully licensed concierge team as they handle the application and suitability/best interest.
Manage client contracts
We issue the contract upon receipt of funds, so you can access, trade, establish fee billing and manage online.
Digital client needs analysis
Exclusive to RIA and wealth managers, we’re introducing a digital experience so you can help your clients with wealth accumulation and preservation, tax mitigation, wealth transfer, income generation, and risk management strategies. And it all starts with the Digital Client Needs Analysis. After you register with us, you can use this system to research client options and communicate your clients’ needs.
Advisory fee billing
Fee billing is a service that allows you to withdraw your advisory fee from a Jackson annuity contract. This service offers several options for charging your advisory fee including average daily value asset-based calculations or specified dollar amounts billed monthly, quarterly or one-time dollar amounts. You can also upload a file for bulk fee processing.
Investment adviser registration made easy
Establishing your business with us has never been easier. Register now to take advantage of the RIA and wealth managers’ digital experience.
Partnering with an outsourced insurance desk
We have strategic relationships with RIA insurance providers you can use for access to Jackson advisory annuities.
For information, contact our Insurance Platforms team at (800) 711-7305.
The above-referenced companies are not affiliated with Jackson National Life Distributors LLC.
Value-added services
and additional resources
Teams of experts
Get in touch with our dedicated consultants including Advanced Planning, platform integration, Portfolio Specialist Group, Advisory Integration Group, Suitability and transitioning services for RIAs.
RIA contract access guide
Managing and gaining access to your clients’ existing annuities on Jackson.com has never been easier. For RIA and wealth managers, review this guide for more details.
OID contract access guide
Gain access to existing commission and advisory contracts on Jackson.com. For RIAs that partner with an outsourced insurance desk, review this guide for more details.
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, 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 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®.