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 |
|
Maximum contribution
|
$1,000,000 |
|
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 |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
3%
Fixed
|
| 6-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
105%
Participation
400%
Cap
|
| 6-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
110%
Participation
400%
Cap
|
| 6-Year Russell 2000 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
115%
Participation
400%
Cap
|
| 6-Year MSCI EAFE PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
130%
Participation
400%
Cap
|
| 6-Year MSCI Emerging Markets PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
130%
Participation
400%
Cap
|
| 6-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
115%
Participation
400%
Cap
|
| 6-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
125%
Participation
400%
Cap
|
| 6-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
145%
Participation
400%
Cap
|
| 6-Year MSCI Emerging Markets PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
145%
Participation
400%
Cap
|
| 3-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
100%
Participation
42%
Cap
|
| 3-Year MSCI Emerging Markets PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
110%
Participation
350%
Cap
|
| 3-Year Russell 2000 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
100%
Participation
58%
Cap
|
| 3-Year MSCI EAFE PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
120%
Participation
350%
Cap
|
| 3-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Triennial
|
100%
Participation
350%
Cap
|
| 3-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Triennial
|
100%
Participation
350%
Cap
|
| 3-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Triennial
|
135%
Participation
350%
Cap
|
| 6-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
110%
Participation
400%
Cap
|
| 3-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
100%
Participation
36%
Cap
|
| 3-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Triennial
|
100%
Participation
47%
Cap
|
| 1-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
10.75%
Cap
|
| 1-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
13.5%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
29.5%
Cap
|
| 1-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
100%
Cap
|
| 1-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
22.5%
Cap
|
| 1-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
15.25%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
16.75%
Cap
|
| 1-Year MSCI EAFE PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
17%
Cap
|
| 1-Year Russell 2000 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
15.5%
Cap
|
| 1-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
11.75%
Cap
|
| 3-Year MSCI Emerging Markets PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Triennial
|
125%
Participation
350%
Cap
|
| 1-Year MSCI KLD 400 Social Performance Trigger with 10% Buffer |
Performance Triggered
Annual
|
9.85%
Performance triggered
|
| 1-Year MSCI Emerging Markets Performance Trigger with 10% Buffer |
Performance Triggered
Annual
|
13.4%
Performance triggered
|
| 1-Year MSCI EAFE Performance Trigger with 10% Buffer |
Performance Triggered
Annual
|
11.9%
Performance triggered
|
| 1-Year Russell 2000 Performance Trigger with 10% Buffer |
Performance Triggered
Annual
|
13.8%
Performance triggered
|
| 1-Year S&P 500 Performance Trigger with 10% Buffer |
Performance Triggered
Annual
|
10.5%
Performance triggered
|
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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