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Jackson Private WealthSM

Educational Library

The Power Of Knowledge. For additional information and guidance regarding the varied applications of Investment Only Variable Annuities for high net worth agency and trust accounts, we've gathered these resources. We update materials regularly, so please keep checking back.


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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.

Videos

Strategies to Minimize Taxation and Maximize Wealth Transfer
(05:06)

Strategies to Minimize Taxation and Maximize Wealth Transfer

Literature

Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities

Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities

Jackson Private Wealth Product Overview

Jackson Private Wealth Product Overview

Jackson Private Wealth Investment Lineup by Cost

Jackson Private Wealth Investment Lineup by Cost

Education for Everyone
Financial Freedom Studio®

Tap into the power of a network of thought leaders and knowledge seekers sharing insights into modern financial and life planning.

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.

Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company® and do not apply to the principal amount or investment performance of a variable annuity's separate account or its underlying investments.

The latest income date allowed is age 95, which is the required age to annuitize or take a lump sum. Please see the prospectus for important information regarding the annuitization of a contract.

The standard death benefit is equal to the contract value on the date of the claim and does not include any additional guarantees. An add-on death benefit is available for an additional fee. Death benefits terminate if contract value falls to zero and upon spousal continuation.

In certain states, we reserve the right to refuse any subsequent premium payments.

Jackson® and its affiliates do not provide legal, tax or estate-planning advice. For questions about a specific situation, please consult a qualified advisor.

Jackson neither encourages nor condones unnecessary replacements or replacements that are not in the best interest of the customer.

Jackson Private Wealth Variable and Fixed Annuity (VA790, ICC17 VA790, VA790-T1, ICC17 VA790-T1) is issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan). Distributed by Jackson National Life Distributors LLC, member FINRA. This product has limitations and restrictions. Jackson® issues other annuities with similar features, benefits, limitations and charges. Contact Jackson for more information.

Jackson® is the marketing name for Jackson National Life Insurance Company®.

Firm and state variations may apply.

• Not FDIC/NCUA insured • Not bank/CU guaranteed • May lose value •
Not a deposit • Not insured by any federal agency

CMV18831EL 06/19

© 2019. All rights reserved
Jackson National Life Insurance Company
1 Corporate Way
Lansing, MI 48951