State Variation

Generated on 08/24/2023 AT 05:46:05 (ET) Demo

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Quarterly Standardized returns as of 06/30/23 | Monthly Monthly Non-Standardized returns as of 07/31/23

Standardized average annual total returns are calculated based on a $10,000 hypothetical investment and reflect the deduction of the applicable withdrawal charge, core contract charge or mortality, expense, and administration charge, whichever is applicable, fund expenses, and annual contract maintenance charge or monthly contract charge, whichever is applicable (based as a percentage of average contract size). Non-Standardized returns with withdrawal charges reflect the deduction of the applicable withdrawal charge, core contract charge or mortality and expense risk and administration charge, whichever is applicable, and fund expenses. Non-standardized returns reflect the deduction of the core contract charge or mortality, expense, and administration charge, whichever is applicable, and fund expenses. Please refer to the contract disclosure table for the applicable charges. The costs of add-on benefits are not included in any of these performance results. Selection of an add-on benefit, if available, would reduce the returns shown.

Contract Disclosure
Marketing Name Perspective II Variable and Fixed Annuity
Contract Form Number VA775, VA775-CB1, ICC18 VA775, ICC18 VA775-CB1
Current Contract Offering Date June 24, 2019
Prospectus Link www.jackson.com/static/jwp/pdf/legal/jmv21451.pdf
Underlying Separate Account with Establishment Date Jackson National Separate Account - I; June 14, 1993
Fund Expense Ranges Gross: 0.52% to 2.19%; Net: 0.52% to 2.19%
Annual Contract Maintenance Charge $35 - Waived for contract values over $50,000 on the contract anniversary.
Core Contract Charge 1.30%, 1.15% for contract values over $1,000,000 as assessed on the contract quarterly anniversary.
Monthly Contract Charge N/A
Withdrawal Charge Schedule 8.5% - 1st year, 7.5% - 2nd year, 6.5% - 3rd year, 5.5% - 4th year, 5% - 5th year, 4% - 6th year, 2% - 7th year, and 0% thereafter
Minimum Initial Premium $10,000 (Non-Qualified), $5,000 (Qualified); In certain states, we reserve the right to refuse any subsequent premium payments.
Death Benefit Includes a standard return of premium death benefit and the option to elect an add-on death benefit for an additional fee. Death benefits terminate if contract value falls to zero. Additionally add-on death benefits terminate upon spousal continuation.

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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Gross Expense reflects the total annual operating expenses as stated in the prospectus and does not reflect any fee waivers or expense reimbursements that may exist.

Net Expense reflects the total annual operating expenses after the deduction of any applicable fee waivers or expense reimbursements.

Gross Expense reflects the total annual operating expenses as stated in the prospectus and does not reflect any fee waivers or expense reimbursements that may exist.

Net Expense reflects the total annual operating expenses after the deduction of any applicable fee waivers or expense reimbursements.

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Daily Unit Values for 08/23/23
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Daily Unit Values reflect the deduction of the core contract charge or mortality and expense risk and administration charge, if applicable, and fund expenses. These values do not reflect withdrawal charges, the annual contract maintenance charge, charges for any add-on 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 II Variable and Fixed Annuity
Contract Form Number VA775, VA775-CB1, ICC18 VA775, ICC18 VA775-CB1
Current Contract Offering Date June 24, 2019
Prospectus Link www.jackson.com/static/jwp/pdf/legal/jmv21451.pdf
Underlying Separate Account with Establishment Date Jackson National Separate Account - I; June 14, 1993
Fund Expense Ranges Gross: 0.52% to 2.19%; Net: 0.52% to 2.19%
Annual Contract Maintenance Charge $35 - Waived for contract values over $50,000 on the contract anniversary.
Core Contract Charge 1.30%, 1.15% for contract values over $1,000,000 as assessed on the contract quarterly anniversary.
Monthly Contract Charge N/A
Withdrawal Charge Schedule 8.5% - 1st year, 7.5% - 2nd year, 6.5% - 3rd year, 5.5% - 4th year, 5% - 5th year, 4% - 6th year, 2% - 7th year, and 0% thereafter
Minimum Initial Premium $10,000 (Non-Qualified), $5,000 (Qualified); In certain states, we reserve the right to refuse any subsequent premium payments.
Death Benefit Includes a standard return of premium death benefit and the option to elect an add-on death benefit for an additional fee. Death benefits terminate if contract value falls to zero. Additionally add-on death benefits terminate upon spousal continuation.

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 07/31/23
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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.

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

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CMV16050P 04/23