Some Nice Features

Average: 5 (1 vote)

Jackson National seems to have emerged as one of the leaders in the U.S. variable annuity market over the past few years.

The Perspective L series comes with a load of interesting investment options.  Almost 100 different investment vehicles that fall into either individual investment vehicles or a sort of bundled asset allocation portfolio.

The asset allocation portfolios are pretty much turn-key and they provide access to some interesting "alternative" investments.

The L series also comes with a relatively short surrender charge schedule. Industry norm seems to be around 7 years.  Jackson L series is a 4 year surrender schedule that starts at 8 percent year 1 and falls to 5.5 percent year 4. 

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