Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning—for financial professionals and their clients. Our range of annuity products, financial know-how, history of award-winning service* and streamlined experiences strive to reduce the confusion that complicates retirement planning. We take a balanced, long-term approach to responsibly serving all of our stakeholders, including customers, shareholders, distribution partners, employees, regulators and community partners. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. *SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2021. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible).
Retirement Expense and Income Calculator
In September 2021, Jackson made significant enhancements to its proprietary Retirement Expense and Income Calculator, meeting demand from advisors for an effective tool to assess and address their clients’ retirement income needs. The updated tool is a key component in a suite of useful resources available at Jackson’s website to help reduce the complexity of retirement planning. The initial version of the calculator – a previous Wealthies finalist – was launched in 2019 and designed to help advisors effectively project their clients’ retirement expenses based on federal Consumer Expenditures Survey Data. The recent enhancements added an income gap analysis and Proposed Gap Solution illustration powered by the Hedgeness Income Engine software. The tool is unique to the industry in the level of analysis it provides.