Fixed Indexed Annuity

MarketProtector

Jackson National Life

11.55%

Best Cap

10%

Free W/D

49

States

A fixed index annuity that combines downside protection with upside growth potential, designed for retirees seeking a balance between safety and market-linked returns without direct stock market exposure.

Free Withdrawal

10%/yr

Available In

49 states

Min Premium

$25,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
MSCI EAFE IndexAnnual11.55%100%--
S&P 500 IndexAnnual8.15%100%--
Fixed AccountDaily----4.4%

Key Features

Principal Protection

0% loss floor in down markets

Your initial investment is protected even when the index declines; interest earned is locked in annually

Index-Linked Interest

Varies by crediting method selected

Growth potential through interest credited based on index performance, calculated using a cap, rate, or spread

Multiple Crediting Methods

Penalty-free changes annually

Choose from various interest crediting strategies to capture growth and lock in gains

Flexible Index Options

Customizable by issue age and distributor

Select from multiple indexes to match your retirement timeline and risk comfort

Changeable Lifetime Income Rider

Additional cost applies

Add optional lifetime income benefits for an additional fee; modify or remove later if circumstances change

RMD-Friendly Withdrawals

No surrender charges on RMDs

Required minimum distributions can be taken free of withdrawal charges and market value adjustments, even if exceeding 10% annual limit

Tax Deferral

Can significantly accelerate account growth

Interest earnings grow tax-deferred, allowing compound growth before distributions begin

Annual Rebalancing

No surrender charges for changes

Penalty-free opportunity to change index selections and allocations at the end of each contract year

Highlights

1

Principal protection from market downturns—you don't lose money when indexes decline

2

Potential for growth through index-linked interest with multiple crediting methods to lock in gains

3

Flexibility to customize timelines, indexes, and crediting strategies; change selections penalty-free annually

4

Tax-deferred growth that can accelerate retirement savings compared to taxable accounts

5

Optional lifetime income benefits that can be added later or removed if needs change

Surrender Schedule

Yr 1

9%

Yr 2

8.25%

Yr 3

7.25%

Yr 4

6.5%

Yr 5

5.5%

Yr 6

4.5%

Yr 7

3.75%

Yr 8

2.75%

Yr 9

1.75%

Yr 10

0.75%

After

0%

Nursing home waiver, Terminal illness waiver

Best For

Retirees and pre-retirees nearing or in retirement who want principal protection from market losses while maintaining growth potential and the option for guaranteed lifetime income.

Consider Alternatives If

This product may not be suitable for investors who need immediate access to funds without surrender charges, those with short time horizons, or individuals in non-qualified plans where tax deferral offers no benefit.

Carrier Ratings

A.M. BestA
FitchA
Moody'sA2
Standard & Poor'sA

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