Strategies designed to protect and grow
your clients’ wealth in any market

Lincoln is committed to providing RIAs solutions to help maximize portfolio growth and manage tax risk. Rely on us for transparent products designed to optimize your investment strategies for wealth accumulation, distribution, capital preservation and legacy planning.  
    

    

Products

Product Details
Lincoln Investor Advantage® RIA Class
Variable Annuity
Lincoln InvestmentSolutionsSM RIA
Variable Annuity
  • Guaranteed accumulation and income benefits
  • Death benefits
  • 70+ investment options
  • Product Fact Sheet (PDF)
Lincoln Level AdvantageSM
Indexed Variable Annuity - Advisory
 
  • Four distinct indexed accounts and levels of protection 
  • 14 investment options
  • Optional income rider
  • Product Fact Sheet
Lincoln Core CapitalSM
Fixed Indexed Annuity
 
  • Tax-deferred growth
  • Principal protection and locked-in gains
  • Crediting strategies linked to S&P 500 Index performance and a fixed account
  • Product Fact Sheet (PDF)
Lincoln Core IncomeSM, built with iShares Variable Annuity
  • Cost-effective
  • Rising guaranteed lifetime income
  • Access to low-cost iShares ETFs
  • Product Fact Sheet (PDF)

   

CLIENT NEEDS

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TOOLS

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RESOURCE LIBRARY

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Variable annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk, and possible loss of principal. Variable annuities contain both investment and insurance components and have fees and charges, including mortality and expense, administrative, and advisory fees. Optional features are available for an additional charge. Guarantees are subject to the claims-paying ability of the issuing insurance company.   

A fixed indexed annuity is intended for retirement or other long-term needs. It is intended for a person who has sufficient cash or other liquid assets for living expenses and other unexpected emergencies, such as medical expenses. A fixed indexed annuity is not a registered security or stock market investment and does not directly participate in any stock or equity investments, or index. The index used is a price index and does not reflect dividends paid on the underlying stocks.

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 prospectuses for the variable annuity and its underlying investment options contain this and other important information. Please call 888‑868‑2583 for free prospectuses. Read them carefully before investing or sending money. Products and features are subject to state availability.