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Lincoln Financial Group
Lincoln New Directions 6
A Fixed Indexed Annuity with a 6-year surrender period.
This product is not available in *** *** *** *** *** *** *** *** ***
Ratings
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A.M. Best : A+ |
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Fitch: A+ |
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Moody's: A1 |
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Standard & Poor's: AA- |
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Rates
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Current Rates xx/xx/xxxx | Guaranteed Minimum Values |
Band $10,000+ |
Cap | Part Rate | Cap | Part Rate |
1 Year S&P 500 7.5% Daily Risk Control Participation
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***
| *** | *** |
1 Year S&P 500 Cap
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***
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***
| *** | *** |
1 Year S&P 500 Performance Trigger
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Trigger: 1.25
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***
| *** | *** |
6 Year Fixed Account
(Rate guaranteed for 6 Years)
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*.** %
|
*.** %
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Band $100,000+ |
Cap | Part Rate | Cap | Part Rate |
1 Year S&P 500 7.5% Daily Risk Control Participation
|
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***
| *** | *** |
1 Year S&P 500 Cap
|
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|
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| *** | *** |
1 Year S&P 500 Performance Trigger
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Trigger: 1.30
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***
| *** | *** |
6 Year Fixed Account
(Rate guaranteed for 6 Years)
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*.** %
|
*.** %
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State Specified Minimum Interest Rate: ****
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Provisions
Free Look Period: |
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(Free look period may vary by state) |
Rate Lock Protection: |
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Bail Out Provision Available: |
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Loan Provision Available: |
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Tax Sheltered: |
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Market Value Adjustment: |
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MRD: |
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Front-End Fee: |
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Annual Maintenance Fee: |
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Return of Premium Available: |
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Death Benefit is: |
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Premiums
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Non-Qual |
Qualified |
Min Single Premium: |
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Max Single Premium: |
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Age < xx: |
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Age > xx: |
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Payroll Deduction: |
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Min Added Premium: |
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Flexible Premiums ******* : |
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Min Single Premium Impaired: |
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Min Single Premium Period Certain: |
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Age Restrictions
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Min Age |
Non-Qual
| Qualified
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Owner: |
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***** |
***** |
Annuitant: |
***** |
***** |
***** |
Impaired: |
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Annuitization Age: |
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Systematic Withdrawals
Systematic withdrawals are ***** ** *** ****** ****
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S&P 500 RC 7.5% not --[ subscription required to view full text ]--
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Commissions
Effective date of commission schedule: 03/01/2019 |
Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.
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Schedule A
Lincoln New Directions 6
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Up to age 75 |
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Initial Premium: |
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Ages 76-80 |
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Initial Premium: |
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Ages 81-85 |
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Initial Premium: |
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Schedule B
Lincoln New Directions 6
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Up to age 75 |
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Initial Premium: |
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Trail: |
Trail years ***+ is ***** |
Ages 76-85 |
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Full and partial surrender (excluding free p --[ subscription required to view full text ]--
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