Lincoln Level Advantage Advisory
Get an annuity today!
Learn how an annuity can provide guaranteed income for life.
Highlights
Lincoln Level Advantage is an indexed variable annuity. Annuities are long-term investment products that offer tax-deferred growth, access to a lifetime income stream, and death benefit protection.
Product charges (charges apply to assets in the subaccounts only)
Product charges (charges apply to assets in the subaccounts only)
- Account Value Death Benefit: 0.10%
- Guarantee of Principal (GOP) Death Benefit: 0.30%
Available in states:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
6 Years |
|
Surrender schedule
|
7%7%6%5%4%3% |
|
Free withdrawal
|
0% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$25,000 |
|
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, SEP IRA, IRA-Roth, 1035 Exchange, Stretch IRA, and NQ Stretch |
Brochure
|
Open brochure |
Find out if the Lincoln Level Advantage Advisory is the right product for you.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 6-Year Russell 2000 Dual15 Plus with Cap (Limited States) |
Dual15 Plus
6-Year
|
150%
Cap
|
| 6-Year First Trust American Leadership Dual15 Plus with Cap Uncapped (Limited States) |
Dual15 Plus
6-Year
|
|
| 6-Year Capital Strength (First Trust) Dual15 Plus with Cap Uncapped (Limited States) |
Dual15 Plus
6-Year
|
|
| 6-Year S&P 500 Dual15 Plus with Cap Uncapped (Limited States) |
Dual15 Plus
6-Year
|
|
| 1-Year S&P 500 Dual Performance Triggered 10% Buffer (Limited States) |
Dual Performance Trigger (RILA)
Annual
|
7.25%
Performance triggered
|
| 1-Year Russell 2000 Dual Performance Triggered 10% Buffer (Limited States) |
Dual Performance Trigger (RILA)
Annual
|
8%
Performance triggered
|
| 1-Year First Trust American Leadership Dual Performance Triggered 10% Buffer (Limited States) |
Dual Performance Trigger (RILA)
Annual
|
7.5%
Performance triggered
|
| 1-Year Capital Strength (First Trust) Dual Performance Triggered 10% Buffer (Limited States) |
Dual Performance Trigger (RILA)
Annual
|
7%
Performance triggered
|
| 6-Year S&P 500 Annual Lock Cap 10% Buffer |
Annual Lock
6-Year
|
17%
Cap
|
| 6-Year Capital Strength (First Trust) Annual Lock Cap 10% Buffer |
Annual Lock
6-Year
|
12.5%
Cap
|
| 6-Year Russell 2000 Annual Lock Cap 10% Buffer |
Annual Lock
6-Year
|
18%
Cap
|
| 6-Year MSCI EAFE Annual Lock Cap 10% Buffer |
Annual Lock
6-Year
|
14.75%
Cap
|
| 1-Year First Trust American Leadership PTP Cap 10% Buffer |
Point to Point
Annual
|
17%
Cap
|
| 3-Year First Trust American Leadership PTP Participation Rate 10% Buffer |
Point to Point
Triennial
|
112%
Participation
|
| 6-Year Capital Strength (First Trust) PTP Cap 30% Buffer |
Point to Point
6-Year
|
350%
Cap
|
| 1-Year S&P 500 PTP Cap 100% Buffer |
Point to Point
Annual
|
7%
Cap
|
| 1-Year Capital Strength (First Trust) PTP Cap 10% Buffer |
Point to Point
Annual
|
15%
Cap
|
| 6-Year Capital Strength (First Trust) PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
133%
Participation
|
| 6-Year S&P 500 PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
125%
Participation
|
| 6-Year First Trust American Leadership PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
125%
Participation
|
| 6-Year MSCI EAFE PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
140%
Participation
|
| 6-Year Russell 2000 PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
120%
Participation
|
| 6-Year Russell 2000 PTP Cap 20% Buffer Uncapped |
Point to Point
6-Year
|
|
| 1-Year S&P 500 PTP Cap 20% Buffer |
Point to Point
Annual
|
11.25%
Cap
|
| 3-Year S&P 500 PTP Participation Rate 10% Buffer |
Point to Point
Triennial
|
110%
Participation
|
| 3-Year Capital Strength (First Trust) PTP Participation Rate 10% Buffer |
Point to Point
Triennial
|
132%
Participation
|
| 6-Year S&P 500 PTP Cap 20% Buffer Uncapped |
Point to Point
6-Year
|
|
| 6-Year S&P 500 PTP Cap 30% Buffer |
Point to Point
6-Year
|
400%
Cap
|
| 1-Year Russell 2000 PTP Cap 10% Buffer |
Point to Point
Annual
|
19%
Cap
|
| 1-Year MSCI EAFE PTP Cap 10% Buffer |
Point to Point
Annual
|
19%
Cap
|
| 6-Year Capital Strength (First Trust) PTP Cap 20% Buffer Uncapped |
Point to Point
6-Year
|
|
| 1-Year First Trust American Leadership PTP Cap 15% Buffer |
Point to Point
Annual
|
13%
Cap
|
| 6-Year Russell 2000 PTP Cap 30% Buffer |
Point to Point
6-Year
|
250%
Cap
|
| 1-Year S&P 500 PTP Cap 15% Buffer |
Point to Point
Annual
|
12.5%
Cap
|
| 1-Year Nasdaq-100 PTP Cap 15% Buffer |
Point to Point
Annual
|
16%
Cap
|
| 6-Year First Trust American Leadership PTP Cap 20% Buffer Uncapped |
Point to Point
6-Year
|
|
| 1-Year S&P 500 PTP Cap 10% Buffer |
Point to Point
Annual
|
16%
Cap
|
| 1-Year S&P 500 Performance Triggered 15% Buffer |
Performance Triggered
Annual
|
9.5%
Performance triggered
|
| 1-Year S&P 500 Performance Triggered 20% Buffer |
Performance Triggered
Annual
|
8.75%
Performance triggered
|
| 1-Year Nasdaq-100 Performance Triggered 15% Buffer |
Performance Triggered
Annual
|
13%
Performance triggered
|
| 1-Year First Trust American Leadership Performance Triggered 10% Buffer |
Performance Triggered
Annual
|
11%
Performance triggered
|
| 1-Year S&P 500 Performance Triggered 10% Buffer |
Performance Triggered
Annual
|
10.5%
Performance triggered
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 |
|---|---|---|---|---|---|---|
| Penalty | 7% | 7% | 6% | 5% | 4% | 3% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| i4LIFE Indexed Advantage Rider | No | 0.40% annually |
Ready to Protect Your Financial Future?
Request a free quote or talk to our financial expert to get help