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The Value of Optional Benefits

Guarantees You Can Count On

Everyone´s dream for retirement is different. No matter what your goals are, Jackson can help you build a plan. To help meet your unique needs, Jackson offers a variety of optional living benefits, available for an extra charge in addition to the ongoing fees and expenses of the variable annuity. Because our products come unbundled, you only pay for the benefit that matches your needs.

Guaranteed Minimum Withdrawal Benefits (GMWB)

Income for Life

With a higher percentage of people living 30 or more years in retirement, you have to be concerned if you will outlive your retirement savings. You can guard against running out of money by selecting a Jackson benefit that offers withdrawals for as long as you live. These benefits feature a step-up that can help lock in investment gains when your investments perform well. And, bonuses provide guaranteed growth in years you don't take withdrawals.* With step-ups and bonuses, you may actually increase your retirement income. Contact your representative to help you decide if one of these living benefits meets your needs.

* During the bonus period. See the prospectus for details.

Return of Premium

Jackson offers guaranteed minimum withdrawal benefits that guarantee the return of your premium over time, regardless of market performance. These benefits allow you to invest at your risk tolerance level, so you may reap the rewards of asset growth without having to worry about losing your investment. In addition to return of your premium, or initial investment, a step-up provision may potentially lock in investment gains. Contact your representative to help you decide if one of these living benefits is right for your situation.

Working With a Representative

At Jackson, we believe that a representative has the knowledge and resources to help you build a successful financial plan.

What is a Variable Annuity?

Variable annuities are long-term, tax-deferred investments designed for retirement, involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.