Your journey to financial freedom

Where will your financial journey take you?

When you think about your retirement, do you feel prepared or do your thoughts keep you up at night?

  • "Have I saved enough?"
  • "Will I outlive my money?"
  • "Can I provide for my family when I'm gone?"

These are common questions you may ask yourself as you get closer to that first day of retirement. There are steps you can take to ease some of the worries, such as considering what you already have and then what you think you will need once your reach retirement, and talking to a financial professional about an annuity. Annuities can provide growth potential and guaranteed* lifetime income so you'll never run out of what you need most.

Take a look at the following scenarios. Do any of them sound like you? If so, an annuity may be a helpful addition to your overall retirement plan.

What is your retirement mindset?

Is running out of money your #1 concern in retirement?

Having a steady stream of income in retirement is critical—to help you live the life you worked hard for. Many types of annuities offer lifetime income—while also protecting what you already have.

Worried about the impact of the market on your retirement nest egg?

It's difficult to balance growth and protection due to market ups and downs. Diversifying your portfolio spreads your wealth around and helps you prepare for risks that are often outside of your control.

Looking for ways to grow your retirement assets?

You've saved and planned for retirement your whole life. Now, how do you make your money work for you? Growing your assets is an important part of enjoying your ideal retirement, and there are many options to help you achieve it.

Wondering about how to reduce the impact of taxes on your assets?

It's your plan and you want to see the whole picture before making a life-changing decision. Having tax-efficient options in one place for your plan can be beneficial to the potential growth and protection of your retirement income.

What is an Annuity?

Annuities are long-term, tax-deferred vehicles designed for retirement.  Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.

Add-on living benefits are available for an extra charge in addition to the ongoing fees and expenses of the variable annuity and are subject to conditions and limitations. There is no guarantee that a variable annuity with an add-on living benefit will provide sufficient supplemental retirement income.

Retirement resources

When you're on a new path, it may be difficult to know where to begin. We have educational resources from financial professionals addressing the topics related to your individual retirement planning and strategy needs.

Why Jackson annuities?

Learn more about Jackson annuity products and how they can help support retirement planning needs.

*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.

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 provide this and other important information. Please contact your financial professional or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.

Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. You should rely on your own independent advisors as to any tax, accounting, or legal statements made herein.

Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, 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. These products have limitations and restrictions. Contact Jackson for more information.

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