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Jackson Announces New Annuity Offering for AARP Members

Jackson targets broader availability in the first half of 2027 after an initial rollout in 10 states.

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Program advances Jackson’s growth and diversification strategy, increases access to annuities

LANSING, Mich.--(BUSINESS WIRE)-- Jackson National Life Insurance Company® (Jackson®), the main operating subsidiary of Jackson Financial Inc.i (NYSE: JXN), today announced a new annuity program – AARP® Annuity Program from Jackson, an exclusive offering created for AARP members. Through the program, AARP members will have access to a distinct set of Jackson annuities and educational resources designed to help support financial security and retirement confidence. The initial launch of the program is expected on November 16, 2026, in 10 states, with broader availability targeted during the first half of 2027. The program advances Jackson’s growth and diversification strategy and expands consumer access to annuities.

“This program reflects Jackson’s continued focus on growth, diversification and meeting consumers where they are in their retirement planning process,” said Alison Reed, EVP, Head of Distribution, Jackson National Life Distributors LLC (JNLD), the marketing and distribution business of Jackson. “By providing AARP members access to the program, we have an opportunity to expand access to Jackson’s annuity products to consumers who are not yet working with a financial professional, helping more Americans prepare for a financially secure future.”

“The addition of Jackson’s annuity products as an AARP member benefit advances AARP’s goal to empower people to choose how they live as they age. Financial security and stability are main concerns for most AARP members as they plan for retirement. The new AARP Annuity Program from Jackson provides a program to help AARP members meet their financial needs in retirement. We are pleased that Jackson is able to offer AARP members an annuity program,” said Jeff Gaboury, Senior Vice President of Financial Products, AARP Services.

Additional details about the AARP Annuity Program from Jackson, including product availability, member resources and application information, will be announced at the time of the launch. Jackson will offer its products and services available through the AARP Annuity Program from Jackson to AARP members, provided that all applicable state regulations and product requirements are met.

ABOUT JACKSON

Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning—for financial professionals and their clients. Through our range of annuity products, financial know-how, history of award-winning service* and streamlined experiences, we strive to reduce the confusion that complicates retirement planning. We take a balanced, long-term approach to responsibly serving all 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. For more information, visit www.jackson.com.

*SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006-2025. (Criteria used for Call Center World Class FCR Certification is 80% or higher of customers getting their contact resolved on the first call to the call center (FCR) for three consecutive months or more.)

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York).

ABOUT AARP

AARP is the nation’s largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the 125 million Americans 50-plus and their families: health and financial security, and personal fulfillment. AARP also works for individuals in the marketplace by sparking new solutions and allowing carefully chosen, high-quality products and services to carry the AARP name. As a trusted source for news and information, AARP produces the nation’s largest-circulation publications: AARP The Magazine and the AARP Bulletin. To learn more, visit aarp.org, aarp.org/espanol or follow @AARP, @AARPLatino and @AARPadvocates on social media.

ABOUT AARP SERVICES

AARP Services, founded in 1999, is a wholly-owned taxable subsidiary of AARP. AARP Services manages the provider relationships for and performs quality control oversight of the wide range of products and services that carry the AARP name and are made available by independent providers as benefits to AARP’s millions of members. The provider offers currently span health products, financial products, travel and leisure products, and life event services. Specific products include Medicare supplemental insurance; credit cards, auto and home, mobile home and motorcycle insurance, life insurance and annuities; member discounts on rental cars, cruises, vacation packages and lodging; special offers on technology and gifts; pharmacy services and legal services. AARP Services also engages in new product development activities for AARP and provides certain consulting services to outside companies.

SAFE HARBOR STATEMENT

The information in this press release contains forward-looking statements about future events and circumstances and their effects upon revenues, expenses and business opportunities. Generally speaking, any statement in this release not based upon historical fact is a forward-looking statement. Forward-looking statements can also be identified by the use of forward-looking or conditional words, such as “could,” “should,” “can,” “continue,” “estimate,” “forecast,” “intend,” “look,” “may,” “expect,” “believe,” “anticipate,” “plan,” “predict,” “remain,” “future,” “confident” and “commit” or similar expressions. In particular, statements regarding plans, strategies, prospects, targets and expectations regarding the business and industry are forward-looking statements. They reflect expectations, are not guarantees of performance and speak only as of the dates the statements are made. We caution investors that these forward-looking statements are subject to known and unknown risks and uncertainties that may cause actual results to differ materially from those projected, expressed, or implied. Other factors that could cause actual results to differ materially from those in the forward-looking statements include those reflected in Part I, Item 1A. Risk Factors and Part II, Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations in our Annual Report on Form 10-K for the year ended December 31, 2025, as filed with the U.S. Securities and Exchange Commission (the “SEC”) on February 24, 2026, and elsewhere in the Company’s reports filed with the SEC. Except as required by law, Jackson Financial Inc. does not undertake to update such forward-looking statements. You should not rely unduly on forward-looking statements.

GENERAL DISCLOSURES

AARP is not affiliated with Jackson.

AARP member benefits are provided by third parties, not by AARP or its affiliates. Jackson National Life Insurance Company® (Jackson®) pays a royalty fee to AARP for the use of its intellectual property and AARP’s affiliate receives compensation for managing a group marketing program. These fees are used for the general purposes of AARP and its affiliates and are not tied to the sales and/or distribution of Jackson’s products. AARP and its affiliates are not acting as, or licensed as, insurance agents, brokers or producers, or an insurer issuing any policies or contracts. AARP and its affiliates do not offer, issue, sell, underwrite, recommend, or endorse the program, the products offered under the program, Jackson, or any of its affiliates. If you have any questions about Jackson or the products available under the program, please contact Jackson at (800) 565-4747 or email affinity@jackson.com.

____________________

iJackson National Life Insurance Company is a wholly owned subsidiary of Jackson Financial Inc. Jackson Financial Inc. is a publicly traded company.

 

Media Contacts:
Amanda Chaney
mediarelations@jackson.com

Danny Alarcon
dalarcon@aarp.org

Source: Jackson Financial Inc.

Key Terms

annuity financial
A contract that converts a sum of money into a stream of regular payments over time, often used to guarantee income in retirement. Think of it like trading a lump sum for a steady paycheck: it matters to investors because it alters return potential, liquidity, fees and risk exposure—some annuities promise fixed payments while others vary with market performance—so they affect portfolio income planning and how quickly capital can be accessed.

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