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Our Commitment to Financial Freedom for Life As one of America’s top annuity providers, Jackson is leading the charge to educate Americans about the value of annuities as a foundational part of retirement planning conversations. We are committed to supporting our distribution partners and the thousands of financial professionals who help Americans with their financial futures.

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Life Distributors LLC.

Retirement Expense & Income Calculator Tool

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Insurance: Technology
Initiative
Jackson DASH Site Featuring the Retirement Expense & Income Calculator Tool

In July 2018, Jackson launched its Digital Advisor Success Hub (DASH), an online destination where financial professionals can leverage numerous interactive tools and creative, consumer-friendly content and videos focused on important annuity-related topics including tax-deferral benefits, protected lifetime income and more. In July 2019, Jackson launched its Retirement Expense & Income Calculator on the site, which is designed to help financial professionals effectively project their clients’ retirement expenses based on the federal government’s Consumer Expenditures Survey data. By entering a few data points, such as current income, retirement age and retirement state, financial professionals can generate a custom client report that is personalized to the financial professional and client.

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Retirement Expense & Income Calculator

Projecting and planning for retirement expenses just got easier for your clients, with the Retirement Expense & Income Calculator.
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Retirement Methodology: Moneyball OR Monte Carlo?
In the early 2000s, the Oakland Athletics baseball team made a bold change to their scouting practices by identifying undervalued players using statistical measures. Expanding solutions beyond traditional one-dimensional models may create a better client experience—and delivering strategies based on big-picture thinking may help you hit the ball out of the park in retirement planning.

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The Jackson Difference
We’ve heard from a number of our contract owners and partners who are thankful they are Jackson customers—especially during this global economic crisis—and we are proud to be able to offer that comfort and support through our products and services.
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About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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