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Lincoln Financial Group
Lincoln New Directions 6
A Fixed Indexed Annuity with a 6-year surrender period.
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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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| 1 Year S&P 500 Performance Trigger
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Trigger: 2.75
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| *** | *** |
| 6 Year Fixed Account
(Rate guaranteed for 6 Years)
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*.** %
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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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|
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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: 3.00
|
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| *** | *** |
| 6 Year Fixed Account
(Rate guaranteed for 6 Years)
|
*.** %
|
*.** %
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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: |
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| Annuitization Age: |
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Systematic Withdrawals
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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
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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
|
Up to age 75 |
|
| Initial Premium: |
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| Trail: |
Trail years ***+ is ***** |
| Ages 76-85 |
|
Full and partial surrender (excluding free p --[ subscription required to view full text ]--
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