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Jackson

Financial Freedom for Life

Commitment to RIAs

Jackson believes every American deserves the opportunity to live life well and not outlive their money. Jackson is committed to supporting RIAs with products and technology so they can help their clients pursue financial freedom and live the lives they want.


Technology Integrations

Jackson’s annuity solutions are offered on a fee-only advisory platform that is scalable to integrate with your accounting, reporting and holistic planning tools, including Orion, eMoney, Envestnet MoneyGuide, Riskalyze and RightCapital. Jackson provides online advisory capabilities to manage contracts on Jackson.com, including model creation and block trading capabilities.


Investment Approach

Out of the 50 largest individual US life insurance companies ranked by total statutory assets, Jackson ranks as the:

  • 7th largest US life insurance company ranked by total statutory assets1

  • 16th largest US life insurance company ranked by general account assets1

  • 22st largest US life insurance company ranked by statutory surplus plus asset valuation reserve and interest maintenance reserve1

Ratings
Standard & Poor's
A
A.M. Best
A
Moody's
A2
Products

1Data Source: Statutory financial data per SNL Financial, rankings as of 12/31/2020. The 50 largest companies are a subset of approximately 680 operating individual life insurance companies sourced from SNL Financial. Latest rankings available.

A.M. Best financial strength rating "A (Excellent)", the third highest of 13 rating categories. Fitch Ratings insurer financial strength rating "A (Strong)", the sixth highest of 19 rating categories. Standard & Poor's insurer financial strength rating "A (Strong)", the sixth highest of 20 rating categories. Moody's Investors Service, Inc. insurance financial strength rating "A2 (Good)", the sixth highest of 21 rating categories. Ratings are accurate as of 3/3/2021.

Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, annuities are issued by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable products are distributed by Jackson National Life Distributors LLC. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact the Company 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®.

Jackson is not affiliated with DPL Financial Partners.

More about Jackson

Jackson's VAs offer a breadth of investment options, even when using a living benefit. This helps advisors manage for returns while protecting future income. 

Leslie Grant
Consultant, DPL Financial Partners

Jackson has long been a market leader in variable annuities, and we are excited to be their partner in launching their fee-based products to the independent RIA market.

David Lau
Founder and CEO, DPL Financial Partners

Jackson shares DPL's commitment to helping RIAs provide better client value through lower product costs and the benefits of protection offered by annuities.

Scott Romine
President, Jackson National Life Distributors LLC

Get Started

To learn more about low-cost, Commission-Free solutions call us at 888.327.0049 and speak to a DPL consultant.

DPL


©2022 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.