Market Link Pro Advisory II NY
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Highlights
The Jackson Market Link Pro Advisory II is an individual single Premium deferred registered index-linked annuity Contract issued by Jackson of NY. The Contract provides for the potential accumulation of retirement savings and partial downside protection in adverse market conditions. The Contract is a long-term, tax-deferred annuity designed for retirement or other long-term investment purposes. It is available for use in Non-Qualified plans, Qualified plans, Tax-Sheltered annuities, Traditional IRAs, and Roth IRAs.
Available in states:
NY
|
Type
|
Registered Index-Linked |
|---|---|
| Purpose | Accumulation |
|
Surrender schedule
|
No Surrender Charge |
|
Free withdrawal
|
10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Launch date
|
04/29/2024 |
|
Minimum contribution
|
$25,000 |
|
Max Age Qualified
|
85 |
|
Types of funds
|
Non-Qualified, 401k, Profit Sharing, IRA, Pension, TSA 403b, KEOGH, IRA-Roth, and 1035 Exchange |
Brochure
|
Open brochure |
Find out if the Market Link Pro Advisory II NY is the right product for you.
Premium Notes
Maximum Issue Age is 85.
Minimum Single Premium is $25,000. Subsequent premiums not allowed.
Allocations of Premium
You may allocate Premium to any available Index Account Option or Fixed Account. Each allocation must be a whole percentage between 0% and 100%. The minimum amount you may allocate to an Index Account Option or Fixed Account is $100.
Minimum Single Premium is $25,000. Subsequent premiums not allowed.
Allocations of Premium
You may allocate Premium to any available Index Account Option or Fixed Account. Each allocation must be a whole percentage between 0% and 100%. The minimum amount you may allocate to an Index Account Option or Fixed Account is $100.
Withdrawal Provisions
Access to Your Money
You may withdraw some or all of your money at any time prior to the Income Date. For any withdrawal from an Index Account Option, an Interim Value adjustment as of the date of the withdrawal will apply and may substantially reduce your Index Account Option Value.
You may withdraw some or all of your money at any time prior to the Income Date. For any withdrawal from an Index Account Option, an Interim Value adjustment as of the date of the withdrawal will apply and may substantially reduce your Index Account Option Value.
Allocation Accounts
| Name | Type | Rates |
|---|
Surrender schedule
| Year |
|---|
| Penalty |
Riders
No Riders for Market Link Pro Advisory II NY annuity.
Waivers
No Waivers for Market Link Pro Advisory II NY annuity.
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