Jackson Insurance & Financial Services

Helping you Create, Protect and Preserve your financial security

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 






Gerald Jackson is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance Lic# 0684486), AZ, CO, ID, OR, WA and WY. No insurance business may be conducted outside these states referenced.

Gerald Jackson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA, ID, OR, WA and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Jackson Insurance and Financial Services is not owned or operated by NYLIFE Securities LLC, or its affiliates.
 










 

 




 

Account Access

View Your Personal Accounts



Personal Folders

Bracing for Potential Cybersecurity Threats

Understanding cyber security threats and some tips to help small businesses defend their data and protect their interests.

Making Sense of Beneficiary Designations

How beneficiary designations, per stirpes and per capita, could affect the division of assets to children and grandchildren.

Managing Risk with a Strong Foundation

How asset allocation and diversification can work together to help form a strong base for constructing a portfolio.

Use Sense with Student Loans

Some guidelines before taking on student loan debt including steps students have taken to make college more affordable.

More Newsletters →