Guaranteed Income

Uncertainties about saving and investing for retirement contribute to clients’ concerns about how to meet their retirement goals. How long will they live? What will the markets do? How much can they safely withdraw each year? Here, we address these topics head-on, with clear, simple examples, and explain how annuities that provide guaranteed1 income can help address these concerns.

Planning for Success
Lifetime Check
Market Volatility

Planning for Success

Ease the impact of investment shortfall from “catastrophe” to “still have enough.” Show your clients strategies for combining investing with guaranteed income.

Lifetime Check

For clients who seek certainty, a Jackson variable annuity with an add-on living benefit can provide income for life in the form of a Lifetime Check sm

 

What is a Variable Annuity?

Variable annuities are long-term, tax-deferred products that are designed for retirement. Variable annuities may involve investment risk and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if you withdraw before you turn 59½. 

Add-on benefits are available for an extra charge in addition to the ongoing fees and expenses of the variable annuity and may be subject to conditions and limitations.

Market Volatility

Although the markets can be a bumpy ride, returns for stocks have generally been positive over time, and the fear of losses should be weighed against the risk of missing out on market returns.

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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.

Past performance is no guarantee of future results.

Annuities involve risks and may lose value.

1Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York.