Customer care
Whether it’s our exceptional call center or our ever-expanding e-service capabilities, there are many ways to engage with us to fit your business needs.
Service you can depend on
When it comes to answering questions and offering assistance with care and clarity, our Customer Care Center is one of the industry's best.1
Highest first call response rating
Highest Customer Service Financial Industry Award in our specific industry or sector.
At least 80% of issues resolved on first call
We’re World Class First Call Resolution (FCR) certified.
+8,200 daily calls with 22 second avg answer time
Just a few of our impeccable call center stats.
Same-day servicing
For all new business cash and variable/registered index-linked annuity (RILA) financial post-issue requests.
Access a variety of self-service capabilities and educational resources—
all at your fingertips on Jackson.com
Book of business tool
Access all your Jackson products and client contract information and perform contract maintenance (including trades) from one location.
Trading platform
Save time and execute trades through the convenience of our trading platform, which offers you the ability to conduct mass trades or trade by investment profile.
Portfolio construction tool
Quickly and easily build diversified* portfolios with the aid of insightful investment research and analysis, powered by Morningstar® data.
Pending business tracker
Stay on track with our new tool, which shows a policy's status each step of the way. With real-time updates, quickly resolve any outstanding requirements.
Jackson's illustration engine
Our illustration engine is customizable to your specific preferences and allows you to build illustrations intuitively.
Performance center
We teamed up with Morningstar® to give you access to a range of information for each subaccount in your Jackson variable annuities.
RILA digital ecosystem
Find and manage fund allocations for RILA contracts. Plus, manage reallocations and renewals.
More self-service tools, e-delivery capabilities and additional resources to boost your business
Calculators and tools
A continually evolving suite of innovative tools and self-service capabilities designed to help you guide your clients to their ideal future.
Articles and insights
Growing library of educational resources, including motivating articles by forward-thinking leaders and diverse visionaries.
Get appointed
We provide a wide range of annuities and tools that can add value to your practice. Consider becoming an appointed professional with us and take advantage of the resources we have to offer.
*Diversification does not assure a profit or protect against loss in a declining market.
1SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006–2024 for the financial services industry. (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.)
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.
Morningstar® and the Morningstar logo are registered trademarks of Morningstar, Inc. All other Morningstar products and proprietary tools, including Morningstar Ratings and Morningstar Style Box are trademarks of Morningstar, Inc.
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®.
Products and features may be limited by state availability, and/or your selling firm's policies and regulatory requirements (including standard of conduct rules).