4.0
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Annuity review
Market Link Pro II
Market Link Pro II is a wonderful annuity that allows you to grow your money safely. The potential for high returns, coupled with principal protection, makes it a great fit for retirees and those saving for the future.
Flexible options for receiving your returns are a highlight. The convenience this offers is truly comforting. With Market Link Pro II, feel secure knowing your golden years will be well-provided for.
Market Link Pro II
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About Product
Type
Registered Index-Linked
Purpose
Lifetime Income
Term
6 Years
Surrender schedule
8%
8%
7%
6%
5%
4%
Fee withdrawal:
10%
Market Value Adjustment
No
Return Of Premium
No
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
Launch Date
06/05/2023
Jackson Market Link Pro 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
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 6-Year MSCI Emerging Markets Performance Boost Cap with 10% Buffer |
Performance Boost
6-Year
|
150%
Cap
|
| 1-Year MSCI EAFE Performance Boost Cap with 10% Buffer |
Performance Boost
Annual
|
8.75%
Cap
|
| 3-Year MSCI EAFE Performance Boost Cap with 10% Buffer |
Performance Boost
Triennial
|
49%
Cap
|
| 6-Year MSCI EAFE Performance Boost Cap with 10% Buffer |
Performance Boost
6-Year
|
150%
Cap
|
| 6-Year Russell 2000 Performance Boost Cap with 10% Buffer |
Performance Boost
6-Year
|
78%
Cap
|
| 3-Year Russell 2000 Performance Boost Cap with 10% Buffer |
Performance Boost
Triennial
|
37%
Cap
|
| 1-Year Russell 2000 Performance Boost Cap with 10% Buffer |
Performance Boost
Annual
|
11.75%
Cap
|
| 1-Year MSCI Emerging Markets Performance Boost Cap with 10% Buffer |
Performance Boost
Annual
|
10%
Cap
|
| 3-Year MSCI Emerging Markets Performance Boost Cap with 10% Buffer |
Performance Boost
Triennial
|
41%
Cap
|
| 6-Year S&P 500 Performance Boost Cap with 10% Buffer |
Performance Boost
6-Year
|
62%
Cap
|
| 6-Year MSCI KLD 400 Social Performance Boost Cap with 10% Buffer |
Performance Boost
6-Year
|
56%
Cap
|
| 3-Year MSCI KLD 400 Social Performance Boost Cap with 10% Buffer |
Performance Boost
Triennial
|
25.5%
Cap
|
| 1-Year S&P 500 Performance Boost Cap with 10% Buffer |
Performance Boost
Annual
|
8%
Cap
|
| 3-Year S&P 500 Performance Boost Cap with 10% Buffer |
Performance Boost
Triennial
|
27.5%
Cap
|
| 1-Year MSCI KLD 400 Social Performance Boost Cap with 10% Buffer |
Performance Boost
Annual
|
7.5%
Cap
|
| 1-Year Fixed Account |
Fixed
|
3%
Fixed
|
| 6-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
100%
Participation
76%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
21%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
13%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap with Participation Rate with -10% Floor |
Point to Point
Annual
|
100%
Participation
20.5%
Cap
|
| 3-Year MSCI Emerging Markets PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Triennial
|
117%
Participation
350%
Cap
|
| 3-Year MSCI Emerging Markets PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
102%
Participation
350%
Cap
|
| 6-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
100%
Participation
64%
Cap
|
| 6-Year MSCI Emerging Markets PTP Cap with Participation Rate with 10% 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
|
115%
Participation
400%
Cap
|
| 3-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
100%
Participation
29%
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 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
8.5%
Cap
|
| 1-Year MSCI KLD 400 Social PTP Cap with Participation Rate with -10% Floor |
Point to Point
Annual
|
100%
Participation
10.25%
Cap
|
| 3-Year MSCI KLD 400 Social PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Triennial
|
100%
Participation
36%
Cap
|
| 6-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
130%
Participation
400%
Cap
|
| 1-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
9%
Cap
|
| 1-Year S&P 500 PTP Cap with Participation Rate with -10% Floor |
Point to Point
Annual
|
100%
Participation
11.25%
Cap
|
| 3-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Triennial
|
100%
Participation
42%
Cap
|
| 3-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
100%
Participation
32%
Cap
|
| 6-Year S&P 500 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
100%
Participation
400%
Cap
|
| 6-Year S&P 500 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
100%
Participation
100%
Cap
|
| 1-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
19.75%
Cap
|
| 1-Year Russell 2000 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
13%
Cap
|
| 1-Year Russell 2000 PTP Cap with Participation Rate with -10% Floor |
Point to Point
Annual
|
100%
Participation
18%
Cap
|
| 3-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Triennial
|
100%
Participation
65%
Cap
|
| 3-Year Russell 2000 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
100%
Participation
46%
Cap
|
| 6-Year Russell 2000 PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
100%
Participation
105%
Cap
|
| 6-Year Russell 2000 PTP Cap with Participation Rate with 10% Buffer |
Point to Point
6-Year
|
100%
Participation
400%
Cap
|
| 6-Year MSCI EAFE PTP Cap with Participation Rate with 20% Buffer |
Point to Point
6-Year
|
115%
Participation
400%
Cap
|
| 3-Year MSCI EAFE PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Triennial
|
115%
Participation
350%
Cap
|
| 1-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Annual
|
100%
Participation
22.5%
Cap
|
| 1-Year MSCI EAFE PTP Cap with Participation Rate with 20% Buffer |
Point to Point
Annual
|
100%
Participation
12.75%
Cap
|
| 3-Year MSCI EAFE PTP Cap with Participation Rate with 10% Buffer |
Point to Point
Triennial
|
130%
Participation
350%
Cap
|
| 1-Year MSCI EAFE PTP Cap with Participation Rate with -10% Floor |
Point to Point
Annual
|
100%
Participation
25.5%
Cap
|
| 1-Year MSCI KLD 400 Social Performance Triggered with -10% Floor |
Performance Triggered
Annual
|
8.1%
Performance triggered
|
| 1-Year MSCI KLD 400 Social Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
8.5%
Performance triggered
|
| 1-Year MSCI EAFE Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
10.6%
Performance triggered
|
| 1-Year MSCI EAFE Performance Triggered with -10% Floor |
Performance Triggered
Annual
|
10.9%
Performance triggered
|
| 1-Year S&P 500 Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
9.1%
Performance triggered
|
| 1-Year S&P 500 Performance Triggered with -10% Floor |
Performance Triggered
Annual
|
8.65%
Performance triggered
|
| 1-Year MSCI Emerging Markets Performance Triggered with -10% Floor |
Performance Triggered
Annual
|
11.5%
Performance triggered
|
| 1-Year MSCI Emerging Markets Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
11.6%
Performance triggered
|
| 1-Year Russell 2000 Performance Triggered with -10% Floor |
Performance Triggered
Annual
|
12.5%
Performance triggered
|
| 1-Year Russell 2000 Performance Triggered with 10% Buffer |
Performance Triggered
Annual
|
13.2%
Performance triggered
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 |
|---|---|---|---|---|---|---|
| Penalty | 8% | 8% | 7% | 6% | 5% | 4% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| +Income Rider | No | 1.45% annually |
Waivers
Terminal Illness
You will be eligible for this waiver of withdrawal charge after the first contract anniversary. If you or your joint owner is diagnosed with a terminal illness that is expected to result in death within 12 months, you may access up to 100% of the contract value free of withdrawal charges. Limited to $250,000. All contract values will be reduced proportionately. A payment under the Terminal Illness Waiver is payable only once, regardless of any subsequent diagnosis.
Extended Care
Unavailable in states: CA, MA, and VA
You will be eligible for this waiver of withdrawal charge after the first contract anniversary. If the you or your joint owner is confined to a nursing home or hospital for 90 consecutive days by medical necessity beginning after the contract issue date, you may access up to 100% of the contract value free of withdrawal charges. Limited to $250,000. All contract values will be reduced proportionately. A payment under the Extended Care Waiver is payable only once, regardless of any subsequent confinement.
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
Free Withdrawals Every contract year, you may withdraw up to the greater of earnings or 10% of remaining premium, free of withdrawal charges. The Interim Value calculation may still apply. Each contract year, the greater of 10% of remaining premium still subject to withdrawal charges at the beginning of the contract year or earnings. Free withdrawals not taken in a contract year are not available in future contract years.
Company Founded: 1961
Excellent Rated
Company
Company Ratings
4.8
- A.M. Best A
- Fitch A
- S&P A
- Moody's A3
- Comdex 74
Assets: $61,127,932,391
Michigan
