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Perspective Advisory IISM

Performance Center

Experience firsthand the combined power of Jackson® performance and Morningstar analytics to help you stay on top of your investing goals.


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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.

State Variation

Generated on 12/15/2018 AT 09:48:46 (ET) Demo

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Quarterly Standardized returns as of 09/30/18 | Monthly Monthly Non-Standardized returns as of 11/30/18

Standardized average annual total returns are calculated based on a $1,000 hypothetical investment and reflect the deduction of the annual contract maintenance charge. Non-Standardized returns are net of total fund operating expenses. All returns reflect the deduction of the core contract charge, and total fund operating expenses. Please refer to the contract disclosure table for the applicable charges. The costs of optional benefits are not included in any of these performance results. Selection of an optional benefit would reduce the returns shown.

Contract Disclosure
Marketing Name Perspective Advisory II Variable and Fixed Annuity
Contract Form Number ICC17 VA790, ICC17 VA790-FB1, VA790, VA790-FB1
First Offering Date September 25, 2017
Prospectus Link www.jackson.com/static/jwp/pdf/legal/jmv18691.pdf
Underlying Separate Account with Establishment Date JNL Separate Account I; June 14, 1993
Fund Expense Ranges Gross: 0.26% to 1.92%; Net: 0.15% to 1.92%
Annual Contract Maintenance Charge $35 - Waived for contract values over $50,000 on the contract anniversary.
Core Contract Charge 0.45%, 0.40% for contract values over $1,000,000 on the contract anniversary.
Withdrawal Charge Schedule N/A
Minimum Initial Premium $25,000 (Non-Qualified, Qualified); In certain states, we reserve the right to refuse any subsequent premium payments.
Death Benefit The standard death benefit is equal to the contract value on the date of the claim and does not include any additional guarantees.  Optional death benefits are available for an additional fee and may cause the fixed account to be unavailable. Death benefits terminate if contract value falls to zero.

Past performance does not guarantee future results. Performance data shown represents past performance. Current performance may be lower or higher than the performance quoted. If viewing a printed version of this material, the most recent month-end performance may be found at www.jackson.com. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

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Daily Unit Values for 12/14/18
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Daily Unit Values reflect the deduction of the core contract charge and total fund operating expenses. These values do not reflect the annual contract maintenance charge, or charges for any optional benefits. These charges, if reflected, would reduce the performance shown. Please refer to the contract disclosure table for the applicable charges.

Contract Disclosure
Marketing Name Perspective Advisory II Variable and Fixed Annuity
Contract Form Number ICC17 VA790, ICC17 VA790-FB1, VA790, VA790-FB1
First Offering Date September 25, 2017
Prospectus Link www.jackson.com/static/jwp/pdf/legal/jmv18691.pdf
Underlying Separate Account with Establishment Date JNL Separate Account I; June 14, 1993
Fund Expense Ranges Gross: 0.26% to 1.92%; Net: 0.15% to 1.92%
Annual Contract Maintenance Charge $35 - Waived for contract values over $50,000 on the contract anniversary.
Core Contract Charge 0.45%, 0.40% for contract values over $1,000,000 on the contract anniversary.
Withdrawal Charge Schedule N/A
Minimum Initial Premium $25,000 (Non-Qualified, Qualified); In certain states, we reserve the right to refuse any subsequent premium payments.
Death Benefit The standard death benefit is equal to the contract value on the date of the claim and does not include any additional guarantees.  Optional death benefits are available for an additional fee and may cause the fixed account to be unavailable. Death benefits terminate if contract value falls to zero.

Past performance does not guarantee future results. Performance data shown represents past performance. Current performance may be lower or higher than the performance quoted. If viewing a printed version of this material, the most recent month-end performance may be found at www.jackson.com. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

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Morningstar data as of 11/30/18
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The Morningstar RatingTM for funds, or "star rating", is calculated for sub-accounts whose underlying investments have at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Some of Morningstar's proprietary calculations, including the Morningstar RatingTM, are not customarily calculated based on adjusted historical returns. However, for new share classes/channels, Morningstar may calculate an extended performance Morningstar Rating. The extended performance is calculated by adjusting the historical total returns of the oldest share class of a fund to reflect the fee structure of the younger share class/channel, attaching this data to the younger share class' performance record, and then compounding the adjusted plus actual monthly returns into the extended performance Morningstar Risk-Adjusted Return for the three-, five-, and 10- year time periods. The Morningstar Risk-Adjusted Returns are used to determine the extended performance Morningstar Rating. The extended performance Morningstar Rating for this fund does not affect the retail fund data published by Morningstar, as the bell curve distribution on which the ratings are based includes only funds with actual returns. The Overall Morningstar Rating for multi-share funds is based on actual performance only or extended performance only. Once the share class turns three years old, the Overall Morningstar Rating will be based on actual ratings only. The Overall Morningstar Rating for multi-share variable annuities is based on a weighted average of any ratings that are available. While the inclusion of pre-inception data, in the form of extended performance, can provide valuable insight into the probable long-term behavior of newer share classes of a fund, investors should be aware that an adjusted historical return can only provide an approximation of that behavior. For example, the fee structures of a retail share class will vary from that of an institutional share class, as retail shares tend to have higher operating expenses and sales charges. These adjusted historical returns are not actual returns. The underlying investments in the share classes used to calculate the pre-performance string will likely vary from the underlying investments held in the fund after inception. Calculation methodologies utilized by Morningstar may differ from those applied by other entities, including the fund itself.

Morningstar Rating is for the I share class only; other classes may have different performance characteristics.

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