Jackson National Life Insurance Company unveiled a new corporate Web site, www.jackson.com, adding tools and services to create a resource for advisers and their clients. Beyond applications that allow for online transaction processing and client data management, the Web site features multimedia educational presentations and product comparison guides as well as navigation and a registration process for new Jackson representatives and product owners.
"Advisers and their clients increasingly are turning to the Web as a primary resource for financial transactions, education, and research. However, very few Web sites in our industry deliver a comprehensive set of tools and resources that are easy to navigate and understand," says Mike Wells, Jackson's vice chairman and COO. "Our goal was not only to satisfy the demands of our customers by providing a functional, well-designed Web site but also create an online experience that exceeds users' expectations and makes it easier for them to do business with Jackson."
The Web site represents the first phase of the company's online initiative as Jackson looks to incorporate still more functionality and make further updates to the site.
Some of the new features now available include:
oEnhanced variable annuity trading and book-of-business management: Registered representatives can access their entire book of Jackson VA business, conduct trades and mass trades, and search and filter client data and portfolio performance information.
oPersonalized dashboard: Upon logging in to the Web site, advisers gain immediate access to all of their information including pending Jackson transaction status, client watch list, frequently used forms, subaccount watch list, and VA book-of-business value.
oEnhanced forms search: A new search module allows representatives to find and access their most frequently used forms based on transaction type, product, and state.
oVirtual file cabinet: Advisers can store and access all Jackson correspondence electronically.
Jackson's new site also serves as an educational resource, with multimedia presentations designed to help advisers and their clients gain a better understanding of Jackson's products as well as review retirement income planning strategies, investment and tax information, and relevant industry trends. In addition, Jackson has created a multimedia tutorial that demonstrates all of the features and services available on the new site.
"The demand for comprehensive Web services will increase exponentially over the next several years as advisers and their clients gravitate toward the convenience of conducting transactions and accessing information online," says Wells. "As the wants and needs of our adviser partners and their customers evolve, we will continue to upgrade Jackson's Web site by incorporating feedback from our users, adding new features, and providing the best technological solutions available."
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