What is a RILA?
A RILA is a long-term tax-deferred vehicle designed for retirement. It is subject to investment risk, the value will fluctuate, and loss of principal is possible. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59 ½ unless an exception to the tax is met.
Learn how Jackson can help you get started on your journey.
Jackson® is committed to helping clarify the complexity of retirement planning—for you and your clients. Our range of annuity products, financial know-how, history of award-winning service,‡ and streamlined experiences strive to reduce the confusion that complicates your clients’ plans.
We believe by providing clarity for all today, we can help drive better outcomes for tomorrow.
U.S. ASSOCIATES IN 2020
HOURS VOLUNTEERED IN 2020
†U.S. Generally Accepted Accounting Principles (GAAP or U.S. GAAP) data as of December 31, 2020. Jackson also has $305 billion in policyholder reserves (as of December 31, 2020). GAAP is an accounting standard adopted by the U.S. Securities and Exchange Commission (SEC). Specifications of GAAP include definitions of concepts, principles, and industry-specific accounting rules. The purpose of GAAP is to ensure that financial reporting is consistent and transparent from one organization to another.
‡SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2020. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible.)
Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses, which are contained in the same document, provide this and other important information. Please contact your representative or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.
Annuities are issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.
Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.