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  • Lincoln Financial Group


    Lincoln MYGuarantee Plus 5


    A MYGA with a 5-year fixed rate and a 5-year surrender period.
    This product is not available in *** *** *** *** *** *** *** *** ***

    Ratings
      A.M. Best :  A+   Fitch:  A+   Moody's:  A1   Standard & Poor's:  AA-  

    Rates
    The interest rate is guaranteed for 5 years
    Surrender charges last 5 years
    Last Rate Change: xx/xx/xxxx
    Next Rate Change: xx/xx/xxxx
      Previous Rates
    xx/xx/xxxx
    Current Rates
    xx/xx/xxxx
      RateBonus Yield to
    Surrender
    RateBonus Yield to
    Surrender
    Band 10,000+   ****   *****   *****   ****   *****   ***** 
    Band 100,000+   ****   *****   *****   ****   *****   ***** 

    State Specified Minimum Interest Rates
    AK AK AL AL AR AR AZ AZ CO CO CT CT DC DC DE DE FL FL GA GA HI HI IA IA ID ID IL IL IN IN KS KS KY KY LA LA MA MA MD MD ME ME MI MI MN MN MO MO MS MS MT MT NC NC ND ND NE NE NH NH NJ NJ NM NM NV NV OH OH OK OK OR OR PA PA PR PR RI RI SC SC SD SD TN TN TX TX UT UT VA VA VI VI VT VT WA WA WI WI WV WV WY WY ****
    CA CA ****

    Premium Bonus
    - none -

    Policy Notes

    The @annuityName@ offers a robust set of features, inc --[ subscription required to view full text ]--
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    Provisions
    Free Look Period: ****
    (Free look period may vary by state)
    Rate Lock Protection: ****
    Bail Out Provision Available: ***
    *** *** ***: ****
    Loan Provision Available: ***
    *** *** ***: ****
    Tax Sheltered: ***
    Market Value Adjustment: ***
    MRD: ***
    Front-End Fee: ***
    Annual Maintenance Fee: ***
    Return of Premium Available: ***
    Death Benefit is: *** ****
    Premiums
      Non-Qual Qualified
    Min Single Premium: **** *******
    Max Single Premium:
    Age < xx: **** *******
    Age > xx: **** *******
    Payroll Deduction: **** ****
    Min Added Premium: **** ****
    Flexible Premiums ******* : ****  
    Min Single Premium Impaired: ****** ******
    Min Single Premium Period Certain: ****** ******
     
    Age Restrictions
      Min Age Non-Qual Qualified
    Owner:   ***** *****
    Annuitant: ***** ***** *****
    Impaired:   ***** *****
    Annuitization Age:   ***** *****

    ***** ***** ***** ****** *** **** * ***** ****** *** ****** ***** ** ******** *** ***** ***** ***** ****** *** **** * ***** ***** ***** ***** ****** *** **** * *****


    Systematic Withdrawals


    Systematic withdrawals are ***** ** *** ****** ****
    *****************: **** ****** **** *****

    **** *** ***** ** $****.**
    *** *** ****** *** $****.**
    **** ***** ******* ***** ******* * ****** ***** ****

    MVA Explanation

    If you access more t --[ subscription required to view full text ]--
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    Commissions
    Effective date of commission schedule: 03/01/2019
    Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.
    Lincoln MYGuarantee Plus 5
    Up to age 74  
    Initial Premium: ****
    Ages 75-80  
    Initial Premium: ****
    Ages 81+  
    Initial Premium: ****

    Full and partial surrender (excluding free p --[ subscription required to view full text ]--
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    Related Information

    Other Lincoln Financial Group Products

    MYGA
    Lincoln MYGuarantee Plus 10
    Lincoln MYGuarantee Plus 7
    Fixed Indexed Annuity
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    Lincoln Covered Choice 5
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    Lincoln FlexAdvantage 5 CA
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    Lincoln FlexAdvantage 7 CA
    Lincoln Impact Advantage 10
    Lincoln Impact Advantage 10 CA
    Lincoln Impact Advantage 7
    Lincoln Impact Advantage 7 CA
    Lincoln New Directions 6
    Lincoln New Directions 8
    Lincoln OptiBlend 10
    Lincoln OptiBlend 10 CA
    Lincoln OptiBlend 5
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    Lincoln OptiBlend 7
    Lincoln OptiBlend 7 CA
    SPIA
    Lincoln Insured Income Immediate Annuity
    Variable Annuity
    American Legacy® Series SM (B Share)
    American Legacy® Series SM (L Share)
    American Legacy® Target Date Income Advisory
    American Legacy® Target Date Income B-Share
    Lincoln ChoicePlus AssuranceSM (B Share)
    Lincoln ChoicePlus AssuranceSM (L Share)
    Structured Annuity
    Level Advantage® Indexed VA: Advisory Class (Pre 2.18.20)
    Level AdvantageSM Indexed Variable Annuity: B-Class (Pre 2.18.20)
    Lincoln Level Advantage® Design Advisory (DB)
    Lincoln Level Advantage® Design Advisory (GDP)
    Lincoln Level Advantage® Design B-Share (DB)
    Lincoln Level Advantage® Design B-Share (GOP)
    Lincoln Level Advantage® Indexed VA: Advisory Class
    Lincoln Level AdvantageSM B-Share Variable Annuity (DB)
    Lincoln Level AdvantageSM B-Share Variable Annuity (GOP)
    Lincoln Level AdvantageSM Indexed VA: Advisory (DB)
    Lincoln Level AdvantageSM Indexed VA: Advisory (GOP)
    Lincoln Level AdvantageSM Indexed Variable Annuity: B-Class
    IOVA
    Lincoln Investor Advantage® (B Shares)

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