Lincoln Level Advantage 2 Advisory
The Lincoln Level Advantage 2 Advisory annuity is a reliable choice for a secure future. Its personalized options for income, growth, and protection ensure your money is working exactly as you need it. Moving into retirement isn't scary when your finances are in good hands!
This annuity's automatic account balancing feature, as advertised in the brochure, is a highlight. It helps keep your savings safe from volatile markets. Put simply – you can relax while Lincoln does the hard work. A fantastic option for your peace of mind and financial health.
Lincoln Level Advantage 2 Advisory
Ratings:
- A.M. Best A
- Fitch A+
- S&P A+
- Moody's A2
- Comdex 80
About Product
Please note, availability is subject to firm and state approval
Allocation Accounts
Name | Type | Rates |
---|---|---|
6-Year First Trust American Leadership Dual15 Plus with Cap |
Dual15 Plus
6-Year
|
300%
Cap
|
6-Year S&P 500 Dual15 Plus with Cap |
Dual15 Plus
6-Year
|
300%
Cap
|
6-Year Russell 2000 Dual15 Plus with Cap |
Dual15 Plus
6-Year
|
150%
Cap
|
6-Year Capital Strength Net Fee Dual15 Plus with Cap |
Dual15 Plus
6-Year
|
300%
Cap
|
1-Year Russell 2000 Dual Performance Triggered 10% Buffer |
Dual Performance Trigger (RILA)
Annual
|
8.5%
Performance triggered
|
1-Year Capital Strength Net Fee Index Dual Performance Triggered 10% Buffer |
Dual Performance Trigger (RILA)
Annual
|
7.5%
Performance triggered
|
1-Year First Trust American Leadership Dual Performance Triggered 10% Buffer |
Dual Performance Trigger (RILA)
Annual
|
7.75%
Performance triggered
|
1-Year Capital Group Growth ETF Dual Performance Triggered 10% Buffer |
Dual Performance Trigger (RILA)
Annual
|
8.75%
Performance triggered
|
1-Year Capital Group Global Growth Equity ETF Dual Performance Triggered 10% Buffer |
Dual Performance Trigger (RILA)
Annual
|
7.75%
Performance triggered
|
1-Year S&P 500 Dual Performance Triggered 10% Buffer |
Dual Performance Trigger (RILA)
Annual
|
7.75%
Performance triggered
|
6-Year Russell 2000 Annual Lock Cap 10% Buffer |
Annual Lock
6-Year
|
16.5%
Cap
|
6-Year S&P 500 Annual Lock Cap 10% Buffer |
Annual Lock
6-Year
|
15%
Cap
|
6-Year Russell 2000 PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
120%
Participation
|
1-Year S&P 500 PTP Cap 20% Buffer |
Point to Point
Annual
|
13.5%
Cap
|
6-Year MSCI EAFE PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
140%
Participation
|
6-Year Capital Strength Net Fee PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
130%
Participation
|
6-Year First Trust American Leadership PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
125%
Participation
|
6-Year S&P 500 PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
120%
Participation
|
3-Year Capital Strength Net Fee PTP Participation Rate 10% Buffer |
Point to Point
Triennial
|
123%
Participation
|
3-Year First Trust American Leadership PTP Participation Rate 10% Buffer |
Point to Point
Triennial
|
120%
Participation
|
3-Year S&P 500 PTP Participation Rate 10% Buffer |
Point to Point
Triennial
|
120%
Participation
|
6-Year First Trust American Leadership PTP Cap 20% Buffer |
Point to Point
6-Year
|
|
6-Year First Trust American Leadership PTP Cap 30% Buffer |
Point to Point
6-Year
|
250%
Cap
|
6-Year Capital Strength Net Fee PTP Cap 20% Buffer |
Point to Point
6-Year
|
|
6-Year Capital Strength Net Fee PTP Cap 30% Buffer |
Point to Point
6-Year
|
250%
Cap
|
6-Year Russell 2000 PTP Cap 30% Buffer |
Point to Point
6-Year
|
250%
Cap
|
6-Year S&P 500 PTP Cap 20% Buffer |
Point to Point
6-Year
|
|
1-Year S&P 500 PTP Cap 10% Buffer |
Point to Point
Annual
|
18%
Cap
|
1-Year Capital Group Global Growth Equity ETF PTP Cap 15% Buffer |
Point to Point
Annual
|
14%
Cap
|
6-Year Russell 2000 PTP Cap 20% Buffer |
Point to Point
6-Year
|
|
1-Year Capital Group Growth ETF PTP Cap 10% Buffer |
Point to Point
Annual
|
18%
Cap
|
1-Year Capital Group Growth ETF PTP Cap 15% Buffer |
Point to Point
Annual
|
15.5%
Cap
|
1-Year Capital Group Global Growth Equity ETF PTP Cap 10% Buffer |
Point to Point
Annual
|
16%
Cap
|
1-Year First Trust American Leadership PTP Cap 10% Buffer |
Point to Point
Annual
|
21%
Cap
|
1-Year First Trust American Leadership PTP Cap 15% Buffer |
Point to Point
Annual
|
16%
Cap
|
1-Year MSCI EAFE PTP Cap 10% Buffer |
Point to Point
Annual
|
23%
Cap
|
1-Year Capital Strength Net Fee PTP Cap 10% Buffer |
Point to Point
Annual
|
19%
Cap
|
1-Year Capital Strength Net Fee PTP Cap 15% Buffer |
Point to Point
Annual
|
14.5%
Cap
|
1-Year Russell 2000 PTP Cap 10% Buffer |
Point to Point
Annual
|
23%
Cap
|
1-Year S&P 500 PTP Cap 100% Buffer |
Point to Point
Annual
|
9%
Cap
|
1-Year S&P 500 PTP Cap 15% Buffer |
Point to Point
Annual
|
15.25%
Cap
|
6-Year S&P 500 PTP Cap 30% Buffer |
Point to Point
6-Year
|
250%
Cap
|
1-Year Capital Group Global Growth Equity ETF Performance Triggered 15% Buffer |
Performance Triggered
Annual
|
10.5%
Performance triggered
|
1-Year Capital Group Growth ETF Performance Triggered 10% Buffer |
Performance Triggered
Annual
|
12.75%
Performance triggered
|
1-Year Capital Group Growth ETF Performance Triggered 15% Buffer |
Performance Triggered
Annual
|
11.75%
Performance triggered
|
1-Year Capital Group Global Growth Equity ETF Performance Triggered 10% Buffer |
Performance Triggered
Annual
|
11.25%
Performance triggered
|
1-Year S&P 500 Performance Triggered 20% Buffer |
Performance Triggered
Annual
|
10%
Performance triggered
|
1-Year S&P 500 Performance Triggered 15% Buffer |
Performance Triggered
Annual
|
10.5%
Performance triggered
|
1-Year S&P 500 Performance Triggered 10% Buffer |
Performance Triggered
Annual
|
11.5%
Performance triggered
|
Riders
No Riders for Lincoln Level Advantage 2 Advisory annuity.
Waivers
No Waivers for Lincoln Level Advantage 2 Advisory annuity.
Premium Notes
The Purchase Payment will be allocated, according to your instructions, among one or more of the Indexed Accounts available under your Contract. The minimum amount that may be allocated into an Indexed Account is $2,000.
Withdrawal Provisions
On any Valuation Date, excluding an Indexed Anniversary, between a term Start Date and term End Date, you may request to lock the Interim Value. The Interim Value as calculated at the end of that Valuation Date will be locked in and once enacted, a Secure Lock+ is irrevocable.
If you request a lock-in when the Interim Value is below your Indexed Crediting Base, Protection Levels do not apply and you assume all loss. A lock-in may only be requested once per indexed year during an Index Term and is irrevocable. Secure Lock+ is not available for Annual Lock or Dual15 Plus Indexed Accounts.