Why Jackson?
If you’re looking to reduce the complexity of retirement planning for your clients, we can help. Partnering with us gives you access to industry-leading retirement products, financial know-how, decades of award-winning service1 and streamlined experiences for your business.
Take advantage of our value-added services
- Advanced Planning team
- Platform integration
- Portfolio Specialist Group
- Advisory Integration Group
- Suitability
- Transitioning services for RIAs
Get the dependable service you deserve
- Contract docs, product performance and your book of business are at your fingertips with our self service and
e-delivery capabilities - When it comes to answering questions and offering assistance with care and clarity, our Customer Care Center is one of the best in the business
Wholesaler support
Our support is unmatched due to our in-depth knowledge of how your business works.
Financial strength
As a leading annuity seller, we are uniquely positioned in our markets.
1SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006-2024. (Criteria used for Call Center World Class FCR Certification is 80% or higher of customers getting their contact resolved on the first call to the call center (FCR) for 3 consecutive months or more.)
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®.