Market Link Pro Advisory II
Get an annuity today!
Learn how an annuity can provide guaranteed income for life.
Highlights
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.
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
|
Type
|
Registered Index-Linked |
|---|---|
| Purpose | Lifetime Income |
|
Surrender schedule
|
No Surrender Charge |
|
Free withdrawal
|
10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Launch date
|
06/05/2023 |
|
Minimum contribution
|
$25,000 |
|
Maximum contribution
|
$1,000,000 |
|
Max Age Qualified
|
85 |
|
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 |
Brochure
|
Open brochure |
Find out if the Market Link Pro Advisory II is the right product for you.
Premium Notes
Maximum Issue Age is 85.
Minimum Single Premium is $25,000. Subsequent premiums not allowed.
Minimum Single Premium is $25,000. Subsequent premiums not allowed.
Withdrawal Provisions
Market Value Adjustment
For Jackson Market Link Pro Advisory II, a market value adjustment (MVA) will be applied to certain amounts withdrawn, or annuitized during the first six contract years.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.
For Jackson Market Link Pro Advisory II, a market value adjustment (MVA) will be applied to certain amounts withdrawn, or annuitized during the first six contract years.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.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 3-Year S&P 500 Performance Boost Cap with 10% Buffer |
Performance Boost
Triennial
|
32%
Cap
|
| 1-Year S&P 500 Performance Boost Cap with 10% Buffer |
Performance Boost
Annual
|
9.25%
Cap
|
| 6-Year MSCI KLD 400 Social Performance Boost Cap with 10% Buffer |
Performance Boost
6-Year
|
95%
Cap
|
| 3-Year MSCI KLD 400 Social Performance Boost Cap with 10% Buffer |
Performance Boost
Triennial
|
29%
Cap
|
| 1-Year MSCI KLD 400 Social Performance Boost Cap with 10% Buffer |
Performance Boost
Annual
|
8.75%
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
|
11.75%
Cap
|
| 3-Year MSCI EAFE Performance Boost Cap with 10% Buffer |
Performance Boost
Triennial
|
59%
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
|
175%
Cap
|
| 3-Year Russell 2000 Performance Boost Cap with 10% Buffer |
Performance Boost
Triennial
|
44%
Cap
|
| 1-Year Russell 2000 Performance Boost Cap with 10% Buffer |
Performance Boost
Annual
|
12.25%
Cap
|
| 6-Year S&P 500 Performance Boost Cap with 10% Buffer |
Performance Boost
6-Year
|
148%
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
|
110%
Participation
350%
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 Emerging Markets PTP Cap with Participation Rate with -10% Floor |
Point to Point
Annual
|
100%
Participation
33%
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 Emerging Markets PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
29.5%
Cap
|
| 3-Year MSCI EAFE PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
120%
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
|
100%
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
13.5%
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% Floor |
Point to Point
Annual
|
100%
Participation
13.5%
Cap
|
| 3-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Triennial
|
100%
Participation
47%
Cap
|
| 3-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
100%
Participation
36%
Cap
|
| 6-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
110%
Participation
400%
Cap
|
| 6-Year MSCI KLD 400 Social 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 -10% Floor |
Point to Point
Annual
|
105%
Participation
100%
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 S&P 500 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
11.75%
Cap
|
| 1-Year S&P 500 PTP Cap with Participation Rate with -10% Floor |
Point to Point
Annual
|
100%
Participation
15.25%
Cap
|
| 3-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Triennial
|
100%
Participation
350%
Cap
|
| 3-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
100%
Participation
42%
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 S&P 500 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
110%
Participation
400%
Cap
|
| 1-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
22.5%
Cap
|
| 1-Year Russell 2000 PTP Cap with Participation Rate with -10% Floor |
Point to Point
Annual
|
100%
Participation
22%
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
58%
Cap
|
| 6-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
125%
Participation
400%
Cap
|
| 6-Year Russell 2000 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
115%
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
|
135%
Participation
350%
Cap
|
| 1-Year Russell 2000 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
15.5%
Cap
|
| 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
|
| 1-Year S&P 500 Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
10.5%
Performance triggered
|
Surrender schedule
| Year |
|---|
| Penalty |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| +Income Rider | No | 1.45% annually |
Waivers
No Waivers for Market Link Pro Advisory II annuity.
Ready to Protect Your Financial Future?
Request a free quote or talk to our financial expert to get help