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Market Link Pro Advisory II

The Market Link Pro Advisory II is a fantastic choice for retirees! Enjoy a stable income, protect your hard-earned nest egg while still having the potential for growth. It's like a safety net for your retirement savings.

No more worry about market downturns, you'll have peace of mind knowing you're covered. Having this annuity is like having a personal financial assistant working round the clock for your secure future. It's brilliant!

Market Link Pro Advisory II

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Your State

Investment

Your Gender

Your Age

Retire At

No agent will call you

About Product

Type

Registered Index-Linked

Purpose

Lifetime Income

Surrender schedule

No Surrender Charge

Fee withdrawal:

10%

Market Value Adjustment

Yes

Return Of Premium

Minimum Contribution

$25,000

Maximum Contribution

$1,000,000

Max Age Qualified

Types Of Funds

Non-Qualified, 401k, Profit Sharing, IRA, IRA Rollover, IRA Transfer, TSA 403b, SEP IRA, IRA-Roth, 1035 Exchange, Inherited IRA, and NQ Stretch

Launch Date

06/05/2023

Jackson Market Link Pro Advisory II is a Registered Index-Linked Annuity 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.

Intra-Term Performance Lock
Allows you to lock in your interim value at any point during the Index Account Option Term.

Lock in interim value (positive or negative) —at any point during a 1-, 3-, or 6-year Index Account Option Term (term).
The value at the lock-in point moves to the short-duration fixed account until your next contract anniversary.
On the anniversary, the fixed account’s value can be reallocated to the initial term or another available Index Account Option Term. If no reallocation choice is made, funds within the short-duration fixed account will be moved to a new term of the original selection.
Elect your lock at any time during the selected term, or have it occur automatically.

The Intra-term Performance Lock is not currently available with the elections of the Performance Trigger crediting method.
An Intra-term Performance Lock ends the Index Account Option Term for the Index Account Option out of which it is transferred, effectively terminating that Index Account Option. Once an Intra-term Performance Lock has been processed, it is irrevocable.

End-term Performance Lock

Once elected, automatically transfer earnings to the 1-year fixed account at the end of the selected 1-, 3-, or 6-year term.
At the next contract anniversary, you can reallocate the 1-year fixed account’s value to the initial term or another available Index Account Option Term.
Elect at issue or any time during the selected term.

Amounts transferred into the 1-year Fixed Account in connection with an End-term Performance Lock will be unavailable to reallocate to an Index Account Option until the next Contract Anniversary.

Available in states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NV, NH, NJ, NM, NC, ND, OH, OK, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY

Allocation Accounts

Name	Type	Rates
3-Year S&P 500 Performance Boost Cap with 10% Buffer	Performance Boost Triennial	33% Cap
1-Year S&P 500 Performance Boost Cap with 10% Buffer	Performance Boost Annual	9% Cap
6-Year MSCI KLD 400 Social Performance Boost Cap with 10% Buffer	Performance Boost 6-Year	70% Cap
3-Year MSCI KLD 400 Social Performance Boost Cap with 10% Buffer	Performance Boost Triennial	29.5% Cap
1-Year MSCI KLD 400 Social Performance Boost Cap with 10% Buffer	Performance Boost Annual	8.5% Cap
6-Year MSCI Emerging Markets Performance Boost Cap with 10% Buffer	Performance Boost 6-Year	175% Cap
3-Year MSCI Emerging Markets Performance Boost Cap with 10% Buffer	Performance Boost Triennial	59% Cap
1-Year MSCI Emerging Markets Performance Boost Cap with 10% Buffer	Performance Boost Annual	11.25% Cap
3-Year MSCI EAFE Performance Boost Cap with 10% Buffer	Performance Boost Triennial	125% Cap
1-Year MSCI EAFE Performance Boost Cap with 10% Buffer	Performance Boost Annual	10% Cap
6-Year Russell 2000 Performance Boost Cap with 10% Buffer	Performance Boost 6-Year	108% Cap
3-Year Russell 2000 Performance Boost Cap with 10% Buffer	Performance Boost Triennial	45% Cap
1-Year Russell 2000 Performance Boost Cap with 10% Buffer	Performance Boost Annual	13% Cap
6-Year S&P 500 Performance Boost Cap with 10% Buffer	Performance Boost 6-Year	82% Cap
6-Year MSCI EAFE Performance Boost Cap with 10% Buffer	Performance Boost 6-Year	175% Cap
1-Year Fixed Account	Fixed	3% Fixed
3-Year MSCI Emerging Markets PTP Cap with Participation Rate with 20% Buffer	Point to Point Triennial	117% Participation 350% Cap
3-Year MSCI Emerging Markets PTP Cap with Participation Rate with 10% Buffer	Point to Point Triennial	130% Participation 350% Cap
1-Year MSCI Emerging Markets PTP Cap with Participation Rate with -10% Floor	Point to Point Annual	100% Participation 28% Cap
1-Year MSCI Emerging Markets PTP Cap with Participation Rate with 20% Buffer	Point to Point Annual	100% Participation 16.25% Cap
1-Year MSCI Emerging Markets PTP Cap with Participation Rate with 10% Buffer	Point to Point Annual	100% Participation 29% Cap
3-Year MSCI EAFE PTP Cap with Participation Rate with 20% Buffer	Point to Point Triennial	130% Participation 350% 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 EAFE PTP Cap with Participation Rate with 10% Buffer	Point to Point 6-Year	145% Participation 400% Cap
1-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer	Point to Point Annual	102% Participation 100% Cap
6-Year MSCI Emerging Markets 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 20% Buffer	Point to Point 6-Year	130% Participation 400% Cap
1-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer	Point to Point Annual	100% Participation 13.25% Cap
1-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 20% Buffer	Point to Point Annual	100% Participation 10% Cap
1-Year MSCI KLD 400 Social PTP Cap with Participation Rate with -10% Floor	Point to Point Annual	100% Participation 12.25% Cap
3-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer	Point to Point Triennial	100% Participation 56% Cap
3-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 20% Buffer	Point to Point Triennial	100% Participation 38% Cap
6-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer	Point to Point 6-Year	102% Participation 400% Cap
6-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 20% Buffer	Point to Point 6-Year	100% Participation 98% Cap
1-Year MSCI EAFE PTP Cap with Participation Rate with -10% Floor	Point to Point Annual	107% Participation 100% Cap
1-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer	Point to Point Annual	100% Participation 15% Cap
1-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer	Point to Point Annual	100% Participation 11% Cap
1-Year S&P 500 PTP Cap with Participation Rate with -10% Floor	Point to Point Annual	100% Participation 13.5% Cap
3-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer	Point to Point Triennial	102% Participation 350% Cap
3-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer	Point to Point Triennial	100% Participation 46% Cap
6-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer	Point to Point 6-Year	107% Participation 400% Cap
6-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer	Point to Point 6-Year	102% Participation 400% Cap
1-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer	Point to Point Annual	100% Participation 23.5% Cap
1-Year Russell 2000 PTP Cap with Participation Rate with -10% Floor	Point to Point Annual	100% Participation 21.5% Cap
3-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer	Point to Point Triennial	102% Participation 350% Cap
3-Year Russell 2000 PTP Cap with Participation Rate with 20% Buffer	Point to Point Triennial	100% Participation 64% Cap
6-Year Russell 2000 PTP Cap with Participation Rate with 10% 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	105% Participation 400% Cap
1-Year MSCI EAFE PTP Cap with Participation Rate with 20% Buffer	Point to Point Annual	100% Participation 17% Cap
3-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer	Point to Point Triennial	145% Participation 350% Cap
1-Year Russell 2000 PTP Cap with Participation Rate with 20% Buffer	Point to Point Annual	100% Participation 15.25% Cap
1-Year MSCI KLD 400 Social Performance Triggered with -10% Floor	Performance Triggered Annual	9.05% Performance triggered
1-Year MSCI KLD 400 Social Performance Triggered with 10% Buffer	Performance Triggered Annual	9.45% Performance triggered
1-Year MSCI Emerging Markets Performance Triggered with -10% Floor	Performance Triggered Annual	12.7% Performance triggered
1-Year MSCI Emerging Markets Performance Triggered with 10% Buffer	Performance Triggered Annual	12.8% Performance triggered
1-Year MSCI EAFE Performance Triggered with -10% Floor	Performance Triggered Annual	12.1% Performance triggered
1-Year MSCI EAFE Performance Triggered with 10% Buffer	Performance Triggered Annual	11.8% Performance triggered
1-Year Russell 2000 Performance Triggered with -10% Floor	Performance Triggered Annual	13.8% Performance triggered
1-Year Russell 2000 Performance Triggered with 10% Buffer	Performance Triggered Annual	14.4% Performance triggered
1-Year S&P 500 Performance Triggered with -10% Floor	Performance Triggered Annual	9.65% Performance triggered
1-Year S&P 500 Performance Triggered with 10% Buffer	Performance Triggered Annual	10.1% Performance triggered

Riders

Name	Inbuilt	Fee
+Income Rider	No	1.45% annually

Waivers

No Waivers for Market Link Pro Advisory II annuity.

Premium Notes

Maximum Issue Age is 85.

Minimum Single Premium is $25,000. Subsequent premiums not allowed.

Withdrawal Provisions

Market Value AdjustmentFor Jackson Market Link Pro Advisory II, a market value adjustment (MVA) will be applied to certain amounts withdrawn, or annuitized during the first six contract years. The MVA may result in an increase or decrease to amounts removed from the contract. Interest rates, specified rates, spreads, participation rates, and caps are based on product/contract features (including death benefit options), and are declared by Jackson at its discretion. Subsequent rates may be greater or less than the initial rates and may differ from those used for new contracts or for contracts issued at different times. Free Withdrawals Every contract year, you may withdraw up to the greater of earnings or 10% of remaining premium, free of MVA. The Interim Value calculation may still apply.

Company Founded: 1961

Excellent Rated Company

Jackson National Life Insurance Company

Company Ratings

4.8