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Perspective AdvisorySM

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 Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.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 03/25/17 AT 09:44:54 (ET) Demo

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Quarterly Standardized returns as of 12/31/16 | Monthly Monthly Non-Standardized returns as of 02/28/17

Standardized average annual total returns are calculated based on a $1,000 hypothetical investment and reflect the deduction of the annual contract maintenance charge, applicable withdrawal charge and any applicable recapture charges. Non-Standardized returns and Non-Standardized returns including withdrawal charges, are net of total fund operating expenses. All returns reflect the deduction of the mortality and expense risk charge, administration 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 Variable and Fixed Annuity
Contract Form Number VA770
First Offering Date September 19, 2016
Prospectus Link www.jackson.com/static/jwp/pdf/legal/jmv17183.pdf
Underlying Separate Account with Establishment Date Jackson National Separate Account - I; June 14, 1993
Fund Expense Range 0.56% to 2.19%
Annual Contract Maintenance Charge $35 - Waived for contract values over $50,000 on the contract anniversary
Annual Mortality and Expense Risk Charge 0.25%
Annual Administration Charge 0.05% - Waived for contract values equal to or over $1,000,000 on the contract quarterly anniversary
Withdrawal Charge Schedule 2.00% - 1st year, 2.00% - 2nd year, 1.00% - 3rd year and 0% thereafter

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 03/24/17
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Daily Unit Values reflect the deduction of the mortality and expense risk charge, administration charge and total fund operating expenses. These values do not reflect withdrawal charges, the annual contract maintenance charge, charges for any optional benefits, or any possible recapture charges. 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 Variable and Fixed Annuity
Contract Form Number VA770
First Offering Date September 19, 2016
Prospectus Link www.jackson.com/static/jwp/pdf/legal/jmv17183.pdf
Underlying Separate Account with Establishment Date Jackson National Separate Account - I; June 14, 1993
Fund Expense Range 0.56% to 2.19%
Annual Contract Maintenance Charge $35 - Waived for contract values over $50,000 on the contract anniversary
Annual Mortality and Expense Risk Charge 0.25%
Annual Administration Charge 0.05% - Waived for contract values equal to or over $1,000,000 on the contract quarterly anniversary
Withdrawal Charge Schedule 2.00% - 1st year, 2.00% - 2nd year, 1.00% - 3rd year and 0% thereafter

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 02/28/17
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The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life sub-accounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. 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 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.

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

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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.

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.

We reserve the right to refuse any subsequent premium payments, subject to state applicability.

Optional benefits may be elected at issue and, once elected, may not be canceled. Only one optional living benefit and one optional death benefit may be elected per contract. May not be available in all states or on all products, and state variations may apply. The long-term advantage of the optional benefits will vary with the terms of the benefit option, the investment performance of the variable investment options selected and the length of time the annuity is owned. As a result, in some circumstances, the cost of an option may exceed the actual benefit paid under the option.

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

Perspective Advisory Variable and Fixed AnnuitySM (VA770) is issued by Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and in New York, (VA770NY) by Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. This contract has limitations and restrictions including possible withdrawal charges and excess interest adjustments (interest rate adjustments in New York) where applicable. Jackson® issues other annuities with similar features, benefits, limitations, and charges. Discuss them with your representative or contact Jackson for more information.

Jackson® is the marketing name for Jackson National Life Insurance Company® and Jackson National Life Insurance Company of New York®.

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

CMV17375P 01/17

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Jackson National Life Insurance Company
1 Corporate Way
Lansing, MI 48951