Ratings:

A.M. Best A
Fitch A+
S&P A+
Moody's A2
Comdex 80

James Alden

Experienced Financial Advisor

25 years

experience

3,712

career consultations

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Your Phone

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Lincoln Level Advantage 2 Advisory with Guarantee of Principal

The Lincoln National Life Insurance Company, created in 1905, finds itself within the life insurance and retirement planning market. Above all, they seek to provide a variety of retirement solutions, including annuities and life insurance in particular. By selling a vast array of investment products, such as various forms of life insurance (term, universal, and variable) and annuities (fixed, indexed, and variable), the company strives to make retirees as financially secure as possible. Their services can go from short-term protection to long-term wealth accumulation, an example of their customizability. Over the years, they have acquired various insurance companies, like American State and Safeco, to inflate its geographic reach.

Lincoln Level Advantage 2 Advisory with Guarantee of Principal

Your Email

Ratings:

A.M. Best A
Fitch A+
S&P A+
Moody's A2
Comdex 80

About Product

Type

Registered Index-Linked

Purpose

Accumulation & Legacy

Surrender schedule

No Surrender Charge

Fee withdrawal:

100%

Market Value Adjustment

Return Of Premium

Minimum Contribution

$25,000

Maximum Contribution

$2,000,000

Max Age Qualified

Types Of Funds

Non-Qualified, IRA, SEP IRA, and IRA-Roth

Launch Date

05/20/2024

Lincoln Level Advantage 2 gives you the opportunity to capture growth when the market is up. And for times when the market is down — you have a level of protection to help you stay on track.

Please note, availability is subject to firm and state approval

Available in states: AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, NE, NV, NH, NJ, NM, NC, ND, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VT, WA, WV, WI, and WY

Allocation Accounts

Name	Type	Rates
6-Year Capital Strength Net Fee Dual15 Plus with Cap	Dual15 Plus 6-Year	250% Cap
6-Year First Trust American Leadership Dual15 Plus with Cap	Dual15 Plus 6-Year	250% Cap
6-Year S&P 500 Dual15 Plus with Cap	Dual15 Plus 6-Year	250% Cap
6-Year Russell 2000 Dual15 Plus with Cap	Dual15 Plus 6-Year	125% Cap
1-Year S&P 500 Dual Performance Triggered 10% Buffer	Dual Performance Trigger (RILA) Annual	7.5% Performance triggered
1-Year Capital Group Global Growth Equity ETF Dual Performance Triggered 10% Buffer	Dual Performance Trigger (RILA) Annual	7.5% Performance triggered
1-Year Capital Group Growth ETF Dual Performance Triggered 10% Buffer	Dual Performance Trigger (RILA) Annual	8.5% Performance triggered
1-Year First Trust American Leadership Dual Performance Triggered 10% Buffer	Dual Performance Trigger (RILA) Annual	7.5% Performance triggered
1-Year Capital Strength Net Fee Index Dual Performance Triggered 10% Buffer	Dual Performance Trigger (RILA) Annual	7.25% Performance triggered
1-Year Russell 2000 Dual Performance Triggered 10% Buffer	Dual Performance Trigger (RILA) Annual	8.25% Performance triggered
6-Year Russell 2000 Annual Lock Cap 10% Buffer	Annual Lock 6-Year	15.75% Cap
6-Year S&P 500 Annual Lock Cap 10% Buffer	Annual Lock 6-Year	14.25% Cap
1-Year Capital Group Global Growth Equity ETF PTP Cap 15% Buffer	Point to Point Annual	13.75% Cap
6-Year Russell 2000 PTP Cap 20% Buffer	Point to Point 6-Year	300% Cap
1-Year Capital Group Growth ETF PTP Cap 10% Buffer	Point to Point Annual	19.25% Cap
1-Year Capital Group Growth ETF PTP Cap 15% Buffer	Point to Point Annual	15.25% Cap
1-Year Capital Group Global Growth Equity ETF PTP Cap 10% Buffer	Point to Point Annual	17.75% Cap
1-Year First Trust American Leadership PTP Cap 10% Buffer	Point to Point Annual	20.75% Cap
1-Year First Trust American Leadership PTP Cap 15% Buffer	Point to Point Annual	15.75% Cap
1-Year MSCI EAFE PTP Cap 10% Buffer	Point to Point Annual	22.75% Cap
1-Year Capital Strength Net Fee PTP Cap 10% Buffer	Point to Point Annual	19.25% Cap
1-Year Capital Strength Net Fee PTP Cap 15% Buffer	Point to Point Annual	14.25% Cap
1-Year Russell 2000 PTP Cap 10% Buffer	Point to Point Annual	22.75% Cap
1-Year S&P 500 PTP Cap 100% Buffer	Point to Point Annual	8.75% Cap
1-Year S&P 500 PTP Cap 20% Buffer	Point to Point Annual	13.5% Cap
1-Year S&P 500 PTP Cap 15% Buffer	Point to Point Annual	15% Cap
1-Year S&P 500 PTP Cap 10% Buffer	Point to Point Annual	18.75% Cap
6-Year S&P 500 PTP Cap 30% Buffer	Point to Point 6-Year	200% Cap
6-Year Russell 2000 PTP Participation Rate 10% Buffer	Point to Point 6-Year	115% Participation
6-Year MSCI EAFE PTP Participation Rate 10% Buffer	Point to Point 6-Year	135% Participation
6-Year Capital Strength Net Fee PTP Participation Rate 10% Buffer	Point to Point 6-Year	118% Participation
6-Year First Trust American Leadership PTP Participation Rate 10% Buffer	Point to Point 6-Year	120% Participation
6-Year S&P 500 PTP Participation Rate 10% Buffer	Point to Point 6-Year	115% Participation
3-Year Capital Strength Net Fee PTP Participation Rate 10% Buffer	Point to Point Triennial	118% Participation
3-Year First Trust American Leadership PTP Participation Rate 10% Buffer	Point to Point Triennial	115% Participation
3-Year S&P 500 PTP Participation Rate 10% Buffer	Point to Point Triennial	117% Participation
6-Year First Trust American Leadership PTP Cap 20% Buffer	Point to Point 6-Year	300% Cap
6-Year First Trust American Leadership PTP Cap 30% Buffer	Point to Point 6-Year	200% Cap
6-Year Capital Strength Net Fee PTP Cap 20% Buffer	Point to Point 6-Year	300% Cap
6-Year Capital Strength Net Fee PTP Cap 30% Buffer	Point to Point 6-Year	200% Cap
6-Year Russell 2000 PTP Cap 30% Buffer	Point to Point 6-Year	200% Cap
6-Year S&P 500 PTP Cap 20% Buffer	Point to Point 6-Year	300% Cap
1-Year Capital Group Global Growth Equity ETF Performance Triggered 15% Buffer	Performance Triggered Annual	10.25% 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	11.25% 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	10.75% Performance triggered
1-Year S&P 500 Performance Triggered 10% Buffer	Performance Triggered Annual	11.5% Performance triggered

Riders

Name	Inbuilt	Fee
Guarantee of Principal Death Benefit Rider (ages 0-75)	Yes
Guarantee of Principal Death Benefit Rider (ages 76-85)	Yes	1.00% annually

Waivers

No Waivers for Lincoln Level Advantage 2 Advisory with Guarantee of Principal annuity.

Premium Notes

The minimum Purchase Payment is $25,000. We do not accept additional Purchase Payments after the Contract has been issued to you.

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

Secure Lock+
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.