Ratings:

A.M. Best A
Fitch A
S&P A
Moody's A3
Comdex 74

James Alden

Experienced Financial Advisor

25 years

experience

3,712

career consultations

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Market Link Pro II NY

Jackson National Life Insurance Company of New York, established in 1995, finds itself playing a key role in the state of New York when it comes to retirement planning and the annuity market. By providing its signature tax-deferred annuity and life insurance products tailored to the individual needs of New York residents, the company’s mission is to empower its clients to secure their retirement. Backed by the financial resources of its parents company, Jackson Financial Inc. (1961), they sell various annuity types and life insurance policies, each designed to offer clients growth opportunity, protection, or even a guaranteed lifetime income stream. Between 2004 and today, Jackson National Life NY has received the SQM Call Center Award on multiple occasions in recognition of its world-class customer service.

Market Link Pro II NY

Your Email

Ratings:

A.M. Best A
Fitch A
S&P A
Moody's A3
Comdex 74

About Product

Type

Registered Index-Linked

Purpose

Accumulation

Term

6 Years

Surrender schedule

8%8%7%6%5%4%

Fee withdrawal:

10%

Market Value Adjustment

Return Of Premium

Minimum Contribution

$25,000

Maximum Contribution

$1,000,000

Max Age Qualified

Types Of Funds

Non-Qualified, 401k, Profit Sharing, IRA, Pension, TSA 403b, KEOGH, IRA-Roth, and 1035 Exchange

Launch Date

04/29/2024

The Jackson Market Link Pro 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

Allocation Accounts

Name	Type	Rates
1-Year Fixed Account	Fixed	3% Fixed
6-Year MSCI Emerging Markets PTP Cap with Participation Rate with 10% Buffer	Point to Point 6-Year	130% Participation 400% Cap
3-Year MSCI EAFE PTP Cap with Participation Rate with 20% Buffer	Point to Point Triennial	115% Participation 350% Cap
6-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer	Point to Point 6-Year	130% Participation 400% Cap
6-Year MSCI EAFE PTP Cap with Participation Rate with 20% Buffer	Point to Point 6-Year	115% Participation 400% Cap
1-Year MSCI Emerging Markets PTP Cap with Participation Rate with 10% Buffer	Point to Point Annual	100% Participation 19% Cap
1-Year MSCI Emerging Markets 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	130% Participation 350% Cap
3-Year MSCI Emerging Markets PTP Cap with Participation Rate with 20% Buffer	Point to Point Triennial	115% Participation 350% Cap
3-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer	Point to Point Triennial	130% Participation 350% Cap
6-Year MSCI Emerging Markets PTP Cap with Participation Rate with 20% Buffer	Point to Point 6-Year	115% Participation 400% Cap
1-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer	Point to Point Annual	100% Participation 11% Cap
1-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 20% Buffer	Point to Point Annual	100% Participation 8.25% Cap
3-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer	Point to Point Triennial	100% Participation 42% Cap
3-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 20% Buffer	Point to Point Triennial	100% Participation 31% Cap
6-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer	Point to Point 6-Year	100% Participation 135% Cap
6-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 20% Buffer	Point to Point 6-Year	100% Participation 75% Cap
1-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer	Point to Point Annual	100% Participation 21% Cap
1-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer	Point to Point Annual	100% Participation 12.25% Cap
1-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer	Point to Point Annual	100% Participation 8.75% Cap
3-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer	Point to Point Triennial	100% Participation 66% Cap
3-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer	Point to Point Triennial	100% Participation 35% Cap
6-Year S&P 500 PTP Cap with Participation Rate with 10% 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	100% Participation 225% Cap
1-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer	Point to Point Annual	100% Participation 19.5% Cap
1-Year Russell 2000 PTP Cap with Participation Rate with 20% Buffer	Point to Point Annual	100% Participation 12% Cap
3-Year Russell 2000 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 20% Buffer	Point to Point Triennial	100% Participation 52% Cap
6-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer	Point to Point 6-Year	112% Participation 400% Cap
6-Year Russell 2000 PTP Cap with Participation Rate with 20% Buffer	Point to Point 6-Year	102% Participation 400% Cap
1-Year MSCI EAFE PTP Cap with Participation Rate with 20% Buffer	Point to Point Annual	100% Participation 12.25% Cap
1-Year Russell 2000 Performance Trigger with 10% Buffer	Performance Triggered Annual	13% Performance triggered
1-Year MSCI KLD 400 Social Performance Trigger with 10% Buffer	Performance Triggered Annual	8.75% Performance triggered
1-Year MSCI Emerging Markets Performance Trigger with 10% Buffer	Performance Triggered Annual	11.3% Performance triggered
1-Year MSCI EAFE Performance Trigger with 10% Buffer	Performance Triggered Annual	11% Performance triggered
1-Year S&P 500 Performance Trigger with 10% Buffer	Performance Triggered Annual	9.4% Performance triggered

Surrender schedule

Year	1	2	3	4	5	6
Penalty	8%	8%	7%	6%	5%	4%

Riders

No Riders for Market Link Pro II NY annuity.

Waivers

Extended Care

We will waive withdrawal Charges on up to $250,000 of Contract Value withdrawn, after you have provided us with a physician’s statement verifying that you have been confined to a nursing home or hospital for 90 consecutive days. Your confinement to the nursing home or hospital must begin after the Issue Date of this Contract. This waiver is available only once, no matter the amount withdrawn, or in the circumstances of multiple confinements for the same or a different medical condition and/or Joint Owners. Withdrawals made pursuant to this waiver from Index Account Options are subject to an Interim Value adjustment.

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.

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. In addition, a withdrawal taken in excess of the Free Withdrawal amount may be subject to additional Withdrawal Charges.

Free Withdrawal amount
The free withdrawal amount is equal to 10% of Remaining Premium during each Contract Year that would otherwise incur a Withdrawal Charge, minus earnings. The free withdrawal amount may be taken once or through multiple withdrawals throughout the Contract Year. Amounts withdrawn to satisfy required minimum distributions reduce the amount of available Free Withdrawal. If a required minimum distribution is applicable, the Free Withdrawal amount is equal to the required minimum distribution, less earnings.

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