Building a retirement plan that meets your changing needs over time is important. That's why Jackson® offers fixed annuities with guarantees. A fixed annuity allows you to avoid market volatility, while still receiving the benefits of guaranteed income and tax-deferred* growth.
Although similar in design, each of our fixed annuities combine a unique set of the features we offer, so you can choose the product that makes sense for you.
*Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a "non-natural person" such as a corporation or certain types of trusts.
What is an Annuity? An annuity is a long-term, tax-deferred vehicle designed for retirement. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before
MAX fixed annuities are designed for clients with a shorter retirement time horizon. They provide preservation of principal, death benefit protection, guaranteed retirement income options and competitive interest rates. The MAX family gives you options to choose a product that fits your needs while your earnings grow tax deferred.
BonusMAX fixed annuities offer preservation of principal, guaranteed retirement income options, tax-deferred growth and competitive interest rates. A first-year additional interest rate helps to boost your annuity's accumulated value.
For those who are concerned about early excess withdrawals from their account, the Action Family offers products to consider. In addition, these annuities offer preservation of principal, death benefit protection, guaranteed retirement income options and competitive interest rates, with a first-year additional interest rate to help boost your annuity's accumulated value.
SuperMAX fixed annuities offer a higher renewal interest rate. They also provide preservation of principal, death benefit protection, guaranteed retirement income options and competitive interest rates to keep your annuity's accumulated value growing.
If you need dependable and predictable income sooner, rather than later, an immediate annuity provides a steady income stream beginning within one year.