Market Link Pro Advisory
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Highlights
Jackson Market Link Pro Advisory is a Registered Index-Linked Annuity (“RILA”) contract. The Contract is an SEC registered, tax deferred annuity that permits you to link your investment to an Index (or multiple Indexes) over a defined period of time (“term”). If the Index Return is positive, the Contract credits any gains in that index to your Index Account Option Value, subject to the Crediting Method you choose: a stated Cap Rate or Performance Trigger Rate. If the Index Return is negative, the Contract credits losses, which may be either absorbed or offset, subject to the Protection Option you choose: a stated Buffer or Floor.
Available in states:
MO
|
Type
|
Registered Index-Linked |
|---|---|
| Purpose | Accumulation |
|
Surrender schedule
|
No Surrender Charge |
|
Free withdrawal
|
10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Launch date
|
10/11/2021 |
|
Minimum contribution
|
$25,000 |
|
Maximum contribution
|
$1,000,000 |
|
Max Age Qualified
|
85 |
|
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, TSA 403b, SEP IRA, IRA-Roth, 1035 Exchange, Stretch IRA, Inherited IRA, NQ Stretch, and TSP |
Brochure
|
Open brochure |
Find out if the Market Link Pro Advisory is the right product for you.
Premium Notes
Note: TSP funds have to be rolled into an IRA.
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, 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 MVA Free Withdrawal amount may be subject to a Market Value Adjustment.
MVA Free Withdrawal
During each of the first six Contract Years, certain partial withdrawals from the Index Account Options will not incur a Market Value Adjustment. The amount of the MVA Free Withdrawal is 10% of the Contract Value during each Contract Year that would otherwise incur a Market Value Adjustment. The MVA Free Withdrawal may be taken once or through multiple withdrawals throughout the Contract Year. Any amount withdrawn to satisfy a required minimum distribution reduces the amount of available MVA Free Withdrawal. No MVA Free Withdrawal may exceed the Withdrawal Value. Withdrawals during any contract year in excess of the MVA Free Withdrawal may be subject to any applicable MVA.
You may withdraw some or all of your money at any time prior to the Income Date. For any withdrawal, 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 MVA Free Withdrawal amount may be subject to a Market Value Adjustment.
MVA Free Withdrawal
During each of the first six Contract Years, certain partial withdrawals from the Index Account Options will not incur a Market Value Adjustment. The amount of the MVA Free Withdrawal is 10% of the Contract Value during each Contract Year that would otherwise incur a Market Value Adjustment. The MVA Free Withdrawal may be taken once or through multiple withdrawals throughout the Contract Year. Any amount withdrawn to satisfy a required minimum distribution reduces the amount of available MVA Free Withdrawal. No MVA Free Withdrawal may exceed the Withdrawal Value. Withdrawals during any contract year in excess of the MVA Free Withdrawal may be subject to any applicable MVA.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
3%
Fixed
|
| 1-Year MSCI EAFE PTP Cap with -20% Floor |
Point to Point
Annual
|
100%
Cap
|
| 1-Year MSCI EAFE PTP Cap with 10% Buffer |
Point to Point
Annual
|
100%
Cap
|
| 1-Year MSCI EAFE PTP Cap with -10% Floor |
Point to Point
Annual
|
100%
Cap
|
| 1-Year MSCI EAFE PTP Cap with 20% Buffer |
Point to Point
Annual
|
17%
Cap
|
| 6-Year Russell 2000 PTP Cap with -20% Floor |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year Russell 2000 PTP Cap with -10% Floor |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year Russell 2000 PTP Cap with 20% Buffer |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year Russell 2000 PTP Cap with 10% Buffer |
Point to Point
6-Year
|
400%
Cap
|
| 1-Year Russell 2000 PTP Cap with -20% Floor |
Point to Point
Annual
|
39%
Cap
|
| 1-Year Russell 2000 PTP Cap with -10% Floor |
Point to Point
Annual
|
22%
Cap
|
| 1-Year Russell 2000 PTP Cap with 20% Buffer |
Point to Point
Annual
|
15.5%
Cap
|
| 1-Year Russell 2000 PTP Cap with 10% Buffer |
Point to Point
Annual
|
22.5%
Cap
|
| 6-Year S&P 500 PTP Cap with -20% Floor |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year S&P 500 PTP Cap with -10% Floor |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year S&P 500 PTP Cap with 20% Buffer |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year S&P 500 PTP Cap with 10% Buffer |
Point to Point
6-Year
|
400%
Cap
|
| 1-Year S&P 500 PTP Cap with -20% Floor |
Point to Point
Annual
|
23.5%
Cap
|
| 1-Year S&P 500 PTP Cap with -10% Floor |
Point to Point
Annual
|
15.25%
Cap
|
| 1-Year S&P 500 PTP Cap with 20% Buffer |
Point to Point
Annual
|
11.75%
Cap
|
| 1-Year S&P 500 PTP Cap with 10% Buffer |
Point to Point
Annual
|
15.25%
Cap
|
| 6-Year MSCI EAFE PTP Cap with 20% Buffer |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year MSCI KLD 400 Social PTP Cap with -20% Floor |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year MSCI KLD 400 Social PTP Cap with -10% Floor |
Point to Point
6-Year
|
110%
Cap
|
| 6-Year MSCI KLD 400 Social PTP Cap with 20% Buffer |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year MSCI KLD 400 Social PTP Cap with 10% Buffer |
Point to Point
6-Year
|
400%
Cap
|
| 1-Year MSCI KLD 400 Social PTP Cap with -20% Floor |
Point to Point
Annual
|
18%
Cap
|
| 1-Year MSCI KLD 400 Social PTP Cap with -10% Floor |
Point to Point
Annual
|
13.5%
Cap
|
| 1-Year MSCI KLD 400 Social PTP Cap with 20% Buffer |
Point to Point
Annual
|
10.75%
Cap
|
| 1-Year MSCI KLD 400 Social PTP Cap with 10% Buffer |
Point to Point
Annual
|
13.5%
Cap
|
| 6-Year MSCI Emerging Markets PTP Cap with -20% Floor |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year MSCI Emerging Markets PTP Cap with -10% Floor |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year MSCI Emerging Markets PTP Cap with 10% Buffer |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year MSCI EAFE PTP Cap with 10% Buffer |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year MSCI EAFE PTP Cap with -10% Floor |
Point to Point
6-Year
|
400%
Cap
|
| 6-Year MSCI EAFE PTP Cap with -20% Floor |
Point to Point
6-Year
|
400%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap with 10% Buffer |
Point to Point
Annual
|
29.5%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap with 20% Buffer |
Point to Point
Annual
|
16.75%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap with -10% Floor |
Point to Point
Annual
|
33%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap with -20% Floor |
Point to Point
Annual
|
100%
Cap
|
| 6-Year MSCI Emerging Markets PTP Cap with 20% Buffer |
Point to Point
6-Year
|
400%
Cap
|
| 1-Year S&P 500 Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
10.5%
Performance triggered
|
| 1-Year MSCI KLD 400 Social Performance Triggered with -10% Floor |
Performance Triggered
Annual
|
9.85%
Performance triggered
|
| 1-Year MSCI KLD 400 Social Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
9.85%
Performance triggered
|
| 1-Year MSCI Emerging Markets Performance Triggered with -10% Floor |
Performance Triggered
Annual
|
13.7%
Performance triggered
|
| 1-Year MSCI Emerging Markets Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
13.4%
Performance triggered
|
| 1-Year MSCI EAFE Performance Triggered with -10% Floor |
Performance Triggered
Annual
|
12.5%
Performance triggered
|
| 1-Year MSCI EAFE Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
11.9%
Performance triggered
|
| 1-Year Russell 2000 Performance Triggered with -10% Floor |
Performance Triggered
Annual
|
13.7%
Performance triggered
|
| 1-Year Russell 2000 Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
13.8%
Performance triggered
|
| 1-Year S&P 500 Performance Triggered with -10% Floor |
Performance Triggered
Annual
|
10.5%
Performance triggered
|
Surrender schedule
| Year |
|---|
| Penalty |
Riders
No Riders for Market Link Pro Advisory annuity.
Waivers
No Waivers for Market Link Pro Advisory annuity.
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