Jackson Launches Portfolio Construction Tool

Jackson National Life Insurance Co. has launched a Portfolio Construction Tool, an interactive online solution designed to help advisers build customized investment portfolios based on the individual needs and objectives of their clients. Jackson says the Portfolio Construction Tool helps advisers select the mix of subaccount options that best meet their clients’ retirement income needs.

The tool, available for appointed producers who register on www.jackson.com, will aid advisers in the process of researching and selecting investment options for each client’s portfolio by aggregating historical performance information, subaccount analytics and educational materials, on a single platform, says Jackson.

A variety of interactive filters give advisers the ability to screen investment options by asset class, portfolio manager, investment style, expenses and performance, Jackson notes, adding that advisers can expand their research on any particular investment option through links to a variety of marketing and educational materials.

Jackson says that with the new tool, advisers also can save and edit individual proposals, as well as create templates for future use, and the tool also generates a summary report for advisers to review with their clients.

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