Jackson Launches Digital Platform for Financial Advisors, Enhancing Retirement Planning Solutions

Jackson National Life Insurance Company has launched a new digital platform for financial professionals, featuring the Product Match Pro tool to align products with clients' retirement goals. The platform offers enhanced self-service options and tailored experiences for financial advisors, including a "Find Your Wholesaler" tool and improved pending new business tracker and claims initial notice. The company aims to simplify processes for advisors and deepen relationships.

Jackson National Life Insurance Company has recently unveiled a new digital platform designed to simplify processes and deepen relationships with financial professionals. The platform, accessible via Jackson.com, introduces several innovative tools and features aimed at enhancing the retirement planning experience for advisors and their clients.

One of the standout features of the new platform is the "Product Match Pro" tool. This tool helps financial professionals identify which Jackson products best align with a client’s retirement planning goals by asking a series of questions. Based on the client's responses, the tool provides insights into the benefits and features of multiple Jackson products that best meet their needs [3].

In addition to the "Product Match Pro" tool, the platform offers enhanced self-service options, including a "Find Your Wholesaler" tool. This feature allows financial professionals to connect with local Jackson wholesalers for personalized support. The platform also includes an improved pending new business tracker and claims initial notice, providing financial professionals with more efficient ways to manage their clients' needs [3].

The new digital experience on Jackson.com is designed to offer a consistent look and feel, with a personalized journey based on the financial professional's profile, client needs, and channel. This tailored approach aims to provide clarity for advisors and clients, deepening existing relationships and attracting new advisors seeking to solve their clients’ needs in retirement [3].

Jackson National Life Insurance Company's commitment to clarity and simplification in retirement planning is evident in this latest initiative. By leveraging technology to offer personalized and efficient services, the company is positioning itself to meet the evolving needs of financial professionals and their clients. This move reflects a broader trend in the financial services industry towards digital transformation, which is likely to enhance customer satisfaction and loyalty [2].

Financial professionals can access the new digital experience by visiting the Jackson.com home page and navigating to the financial professional section. For more information, they can contact the company at 1-800-711-7397 or explore the financial professional site on Jackson.com at jackson.com/financial-professional [3].

References:
[1] https://www.jackson.com/financial-professional.html
[2] https://www.gurufocus.com/news/2994185/jackson-financial-inc-jxn-unveils-enhanced-digital-experience-for-financial-professionals-jxn-stock-news
[3] https://finance.yahoo.com/news/jackson-launches-digital-experience-financial-131500798.html