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With your clients living longer and spending more years in retirement, annuities may provide a strategy to help ensure they don’t outlive their savings.

Help protect your clients’ wealth

With tax rates at their highest level in more than 30 years, having a tax-smart investment strategy is critical. Annuities go beyond tax advantages and help address many of the challenges your clients face protecting their wealth and generating income in retirement.

Here are just a few benefits:

  • Guaranteed income payments for as long as they live
  • Ability to diversify and potentially grow investments
  • Tax-deferred investments until they’re withdrawn
  • Death benefit for beneficiaries

The Lincoln suite of annuity products

Lincoln offers you and your clients a broad selection of Variable, traditional Fixed, Income and Fixed Indexed annuities to help your clients prepare for retirement and other long-term financial goals. Innovative features and options are designed to help meet investment and income objectives.

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Variable annuities

  • Growth potential of underlying investment options
  • Managed investment subaccounts
  • Industry-leading fund options

All guarantees, including those for optional features, are subject to the claims-paying ability of the issuer. Limitations and conditions apply.

Investors are advised to consider the investment objectives, risks, and charges and expenses of the variable annuity and its underlying investment options carefully before investing. The applicable variable annuity prospectus contains this and other important information about the variable annuity and its underlying investment options. Please call 888-868-2583 for a free prospectus. Read it carefully before investing or sending money.

Fixed indexed annuities

  • Predictable return with growth potential
  • Principal protection
  • Tax-deferral
  • Indexed interest rate based on the performance of an outside index

Income annuities (fixed)

  • Fixed payments based on a certain period or for life
  • Flexibility to help meet current or future income objectives

Fixed annuities

  • 100% protection of wealth already accumulated
  • Competitive annuity rate guarantees
  • Options to help clients realize short- and long-term retirement goals

Powerful planning tools

Lincoln gives you powerful visualization tools to build sample portfolios and help you show your clients the pros and cons of annuities and how tax-efficient investing works.

  • Client-friendly annuities calculators for taxes and investment returns
  • Easy to use tools, such as the Lincoln Investor Advantage® Visualizer, Lincoln Annuity Visualizer and the ForeSight Annuity Illustration system.

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Access powerful tools

Find the Lincoln Visualizers and other tools to use with your clients.

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