This page is provided to show you the amount of detailed information we provide
to our subscribers, the content has been masked. To see full details, please register.
Lincoln Financial Group
Lincoln New Directions 8
A Fixed Indexed Annuity with a 8-year surrender period.
This product is not available in *** *** *** *** *** *** *** *** ***
Ratings
|
A.M. Best : A+ |
|
Fitch: A+ |
|
Moody's: A1 |
|
Standard & Poor's: AA- |
|
Rates
|
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
|
***
|
***
| *** | *** |
1 Year S&P 500 Cap
|
***
|
***
| *** | *** |
1 Year S&P Performance Triggered
|
Trigger: 1.70
|
***
| *** | *** |
8 Year Fixed Account
(Rate guaranteed for 8 Years)
|
*.** %
|
*.** %
|
Band $100,000+ |
Cap | Part Rate | Cap | Part Rate |
1 Year S&P 500 7.5% Daily Risk Control Participation
|
***
|
***
| *** | *** |
1 Year S&P 500 Cap
|
***
|
***
| *** | *** |
1 Year S&P Performance Triggered
|
Trigger: 1.75
|
***
| *** | *** |
8 Year Fixed Account
(Rate guaranteed for 8 Years)
|
*.** %
|
*.** %
|
|
State Specified Minimum Interest Rates
AK AL AR AZ CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY
|
**** |
CA
|
**** |
The @annuityname@ as a Single Premiu --[ subscription required to view full text ]--
*** @***********@ ** * ****** ******* ***** ******* ******* **** * @*******@ **** ********* ****** ****** *** *** *********.
*** @***********@ ******** ********** **** ** *** ********, ****-**** ******, *** * ***** ******* ****** **** *** ***** ******* ** ******** ****** **** ** **** ** **** ** ******* *** ** ****** ************. *** @***********@ ** *** ** ********** ** *** ***** ******. ** ** * ***** ******* **** ******* ******** ***** ** ******** ***** ******* ******* *** *** ****** *********** ** *** ********** ******* **** * ***** ******* ******.
*** @***********@ **** ****** * ***** ******* ****** **** * @*******************@ **** ******** **** ********* ********* ****** @********@%.
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 ***** ** *** ****** ****
*****************: **** ****** **** *****
**** *** ***** ** $****.**
*** *** ****** *** $****.**
**** ***** ******* ***** ******* * ****** ***** ****
S&P 500 RC 7.5% not --[ subscription required to view full text ]--
*&* *** ** *.*% *** ********* ** **, ** **
If you access more t --[ subscription required to view full text ]--
** *** ****** **** **** **% ****** **** ********** ****** *** *** ** *** ********* ****** ******, ** *** ** ******* ** * ********* ****** *** ** ***. *** *** ** * ******** ** ******** **********, ***** *** ******* ******** **** *********** ** *** **** ** *** *********. *** *** **** *** ***** **: *********** ***** *** ********* ****** ******, **% ****** **** ***********, *** ***** *******, *** ********** *********.
Commissions
Effective date of commission schedule: 03/01/2019 |
Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.
|
Schedule A
Lincoln New Directions 8
|
Up to age 75 |
|
Initial Premium: |
**** |
Ages 76-80 |
|
Initial Premium: |
**** |
Ages 81-85 |
|
Initial Premium: |
**** |
Schedule B
Lincoln New Directions 8
|
Up to age 75 |
|
Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Ages 76-80 |
|
Initial Premium: |
**** |
Trail: |
Trail years ***+ is ***** |
Full and partial surrender (excluding free p --[ subscription required to view full text ]--
**** *** ******* ********* (********* **** ******* ***********) ** ***** **** ****** ** ***% ********** ********** ** ****** *-* *** * **% ********** ** ****** *-**. *** ************** ** ********** (********* **) *** ********* (********* **), *** ********** ** ****** *-* *** * **% ********** ** ****** *-**. *** ************** ** *** ********** (*** ********* ** **), ***% ********** ** ****** *-* *** * **% ********** ** ****** *-**.
*** ****** ***** *** ** *** *****, ** ********* ** **** ** ********* ********** ******.
******* ******** ***** *** ******** ******* ******* ******** *** *** ********** ******** **** **** *** ******** ***** **** ***.
*** ***** ***** ** ****** ******. *** ***** **** ** *** *** ** **** ******* ** *** ****** ***** ******* ** *. ****** ***** ** *** ****** ****** **** (*.*. ***** ******* ** ***** **). ***** *********** *** * ********** ** *** ******* *****.
Related Information
Other Lincoln Financial Group Products
|
Available Subscriptions
This information is available with any of these subscriptions:
Single-User Edition
An affordable, full access subscription, for the individual broker
Office Edition
Multiple users with administrative control over the products, features and content displayed
Web Edition
Put our product grids, detail and tools on your website instantly!
Web Edition -Retailers
A special edition for retailers, just the right amount of information for the consumer, plus the ability collect and manage leads.
|
Additional Information
See what else we offer:
Upcoming Rate Changes
We track rate changes and can notify you before they take effect!
Annuity Illustrations
The illustration system carriers prefer
Rider Comparisons
Compare multiple income riders, side-by-side
Product Videos
Access the Brainshark training videos right from our product lists
|
658