Jackson Unveils Two New Apps for iPad


Jackson app and Retirement Hub app provide interactive educational materials and product information to support advisors and their clients through every step of the financial planning process

Jackson National Life Insurance Company® (Jackson®) has added several new tools to its suite of digital resources for advisors and consumers, including the new Jackson app, offering easy mobile access to information on Jackson’s products, and the Retirement Hub app, providing interactive educational content for investors on a wide variety of financial topics. Both apps are now available for download through the App store.

The digital tools serve as an integral part of Jackson’s educational campaign, which aims to meet increasing demand from both advisors and their clients for usable and relevant content on topics such as saving, investing and retirement. The apps also provide access to easy-to-understand product breakdowns for mobile users. 

“Our educational program is focused on providing easily digestible financial information in order to bridge the knowledge gap that exists in our industry,” said Luis Gomez, vice president of Marketing Strategy for Jackson National Life Distributors LLC. “The new Jackson app will serve as a valuable tool for advisors to sit down with their clients and walk them through the products and strategies available to help them plan their retirement goals. The Retirement Hub app is designed to complement the Jackson app, as it offers a broad selection of videos, charts and interactive tools designed to help investors better understand investment concepts.”

The new apps equip advisors with the ability to instantly customize sales presentations to meet their clients’ unique needs, as well as demonstrate Jackson’s robust technology capabilities, according to Gomez. “The Jackson app allows advisors to tailor information to their clients’ specific knowledge level and unique investment goals in real time, and is yet another step forward for Jackson in our effort to design and execute technology that adds value to all stakeholders in the investing process.”

The Retirement Hub was designed as a one-stop-shop for financial industry information and interactive educational materials, with new content published quarterly. In the first installment of the Retirement Hub, investors learned about the basics of bonds, the inverse relationship between existing bond prices and interest rates and ways to help manage portfolios in the event that interest rates rise. This quarter, the Retirement Hub is focused on managing portfolio volatility, with information on the causes and potential effects of negative and positive correlations within portfolios.

Gomez said the apps are intended to build on the momentum of Jackson’s recent digital capability enhancements. In April, Jackson launched an upgrade to its Portfolio Construction Tool, offering advisors the ability to aggregate performance results for various variable annuity subaccounts within their portfolios and break out subaccount information. These new tools allow advisors to assemble the information necessary to customize portfolios in order to meet the individual financial objectives of their clients.

Jackson also recently launched a redesign for its digital Performance Center on Jackson.com, improving functionality and navigation, as well as introducing Morningstar-powered profiles for the individual subaccounts available within Jackson’s variable annuities. The updated Performance Center provides advisors and Jackson policyholders with comprehensive information in real time, including downloadable daily unit values and in-depth analysis of fund performance in a more intuitive and user-friendly platform. 

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