annuity-educator-logo
Best Guaranteed Annuity Rates
2-Year
5.70%
3-Year
6.25%
5-Year
6.30%
7-Year
6.00%
10-Year
5.80%

Lincoln Level Advantage 2 B-Share

Get an annuity today!
Learn how an annuity can provide guaranteed income for life.

Highlights

Type
Registered Index-Linked
Purpose Accumulation
Term
6 Years
Surrender schedule
7%7%6%5%4%3%
Free withdrawal
10%
Market value adjustment
Return of premium
Launch date
05/20/2024
Minimum contribution
$25,000
Max Age Qualified
85
Types of funds
Non-Qualified, IRA, SEP IRA, and IRA-Roth

Find out if the Lincoln Level Advantage 2 B-Share is the right product for you.

$

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

Free Withdrawals
The free amount is equal to 10% of the current Contract Value (this does not apply upon surrender of the Contract). 

Allocation Accounts

Name Type Rates

Surrender schedule

Year 1 2 3 4 5 6
Penalty 7% 7% 6% 5% 4% 3%

Riders

No Riders for Lincoln Level Advantage 2 B-Share annuity.

Waivers

Death

A surrender charge does not apply to: A surrender of the Contract as a result of the death of the Contractowner or Annuitant.

Nursing Home

A surrender charge does not apply to: A surrender or withdrawal of the Purchase Payment, as a result of the admittance of the Contractowner to an accredited nursing home or equivalent health care facility, where the admittance into the facility occurs after the effective date of the Contract and the owner has been confined for at least 90 consecutive days.

Terminal Illness

A surrender charge does not apply to: A surrender or withdrawal of the Purchase Payment as a result of the diagnosis of a terminal illness of the Contractowner. Diagnosis of a terminal illness must be after the effective date of the contract and results in a life expectancy of less than one year as determined by a qualified professional medical practitioner.

Annuitization

A surrender charge does not apply to: Periodic income payments made under any Annuity Payout option.

Disability

A surrender charge does not apply to: A surrender or withdrawal of the Purchase Payment, as a result of permanent and total disability of the Contractowner as defined in Section 22(e)(3) of the tax code, if the disability occurred after the effective date of the Contract and before the 65th birthday of the Contractowner.

Ready to Protect Your Financial Future?

Request a free quote or talk to our financial expert to get help