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, 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.
 










 

 




 

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Personal Folders

Dealing with Divorce

Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

Estate Taxes: Should a Trust Own Your Life Insurance?

An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

Rules of the Rollover

Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

Pick Your Plastic: Debit or Credit?

Some pros and cons for the use of credit cards versus debit cards for purchases.

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