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Our variable annuities are designed to: Diversify to grow your assets. Spreading your wealth across different types of investments may unlock the growth potential you've been waiting for. Protect your income. Preparing for market ups and downs with an add-on benefit may help protect what you've earned and generate lifetime income.
Learn how Jackson's Perspective Family of variable annuities can help align your financial plan to your vision of retirement. Explore the benefits of our Perspective Family annuities.
Mar 31, 2023 · Part one of Jackson’s three part series explains what a variable annuity is and how it can help you on your retirement journey. Variable annuities are long-term, tax-deferred investments designed for retirement, involve investment risks and may lose value.
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Variable annuity. Minimum Initial Premium. $5,000. The Elite Access® II annuity from Jackson is a variable annuity that allows you to grow your funds on a tax-deferred basis. Of course, once you begin taking payments and withdrawals from the account, you’ll begin being charged income taxes.
Jul 18, 2024 · The company, which broke $14 billion in premiums sold in 2022, sells an array of annuities covering fixed, fixed index variable and RILA products. While Jackson National has plenty of variety and provides lots of information on its offerings, its customer satisfaction can be a concern.
Realistic long term investment expectations. How it is best used. How it is most poorly used. What you will likely find is that like all variable annuities, the Perspective II does some things well, but there are some limitations that you should also be aware of.
Based on Jackson National’s website and annuity prospectus, the Perspective L Series annuity is described as being a variable annuity that allows investors to combine growth potential of the market, along with tax-deferral strategies and guaranteed withdrawal options into just one single custom retirement plan.
Jackson Perspective II annuity is a retirement investment offering over 135 subaccounts along with lifetime income optional features and enhanced death benefits.
A standard variable annuity (VA) allows investors to invest in subaccounts, which are like mutual funds, within the VA. Investors take on the risks of the market and usually have some sort of death benefit associated with the annuity for their heirs.
