Lincoln Level Advantage B-Share
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Highlights
Lincoln Level Advantage indexed variable annuity is a long-term investment product designed for retirement purposes.
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
|
10% |
|
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 B-Share 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
|
125%
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 Russell 2000 Dual Performance Triggered 10% Buffer (Limited States) |
Dual Performance Trigger (RILA)
Annual
|
7.5%
Performance triggered
|
| 1-Year First Trust American Leadership Dual Performance Triggered 10% Buffer (Limited States) |
Dual Performance Trigger (RILA)
Annual
|
7%
Performance triggered
|
| 1-Year Capital Strength (First Trust) Dual Performance Triggered 10% Buffer (Limited States) |
Dual Performance Trigger (RILA)
Annual
|
6.5%
Performance triggered
|
| 1-Year S&P 500 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
|
14.5%
Cap
|
| 6-Year Capital Strength (First Trust) Annual Lock Cap 10% Buffer |
Annual Lock
6-Year
|
10.5%
Cap
|
| 6-Year MSCI EAFE Annual Lock Cap 10% Buffer |
Annual Lock
6-Year
|
11.75%
Cap
|
| 6-Year Russell 2000 Annual Lock Cap 10% Buffer |
Annual Lock
6-Year
|
16.5%
Cap
|
| 1-Year First Trust American Leadership PTP Cap 15% Buffer |
Point to Point
Annual
|
12%
Cap
|
| 6-Year First Trust American Leadership PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
110%
Participation
|
| 6-Year Russell 2000 PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
105%
Participation
|
| 6-Year S&P 500 PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
110%
Participation
|
| 6-Year Capital Strength (First Trust) PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
118%
Participation
|
| 6-Year MSCI EAFE PTP Participation Rate 10% Buffer |
Point to Point
6-Year
|
125%
Participation
|
| 1-Year Capital Strength (First Trust) PTP Cap 10% Buffer |
Point to Point
Annual
|
11%
Cap
|
| 1-Year S&P 500 PTP Cap 100% Buffer |
Point to Point
Annual
|
6%
Cap
|
| 6-Year Capital Strength (First Trust) PTP Cap 30% Buffer |
Point to Point
6-Year
|
300%
Cap
|
| 6-Year First Trust American Leadership PTP Cap 20% Buffer Uncapped |
Point to Point
6-Year
|
|
| 6-Year First Trust American Leadership PTP Spread 15% Buffer Uncapped |
Point to Point
6-Year
|
|
| 3-Year First Trust American Leadership PTP Participation Rate 10% Buffer |
Point to Point
Triennial
|
95%
Participation
|
| 3-Year Capital Strength (First Trust) PTP Participation Rate 10% Buffer |
Point to Point
Triennial
|
98%
Participation
|
| 6-Year S&P 500 PTP Cap 30% Buffer |
Point to Point
6-Year
|
95%
Cap
|
| 6-Year Russell 2000 PTP Cap 20% Buffer Uncapped |
Point to Point
6-Year
|
|
| 6-Year Russell 2000 PTP Cap 30% Buffer |
Point to Point
6-Year
|
95%
Cap
|
| 6-Year Capital Strength (First Trust) PTP Cap 20% Buffer Uncapped |
Point to Point
6-Year
|
|
| 1-Year S&P 500 PTP Cap 10% Buffer |
Point to Point
Annual
|
12.15%
Cap
|
| 1-Year Russell 2000 PTP Cap 10% Buffer |
Point to Point
Annual
|
16.25%
Cap
|
| 1-Year MSCI EAFE PTP Cap 10% Buffer |
Point to Point
Annual
|
14.75%
Cap
|
| 1-Year S&P 500 PTP Cap 20% Buffer |
Point to Point
Annual
|
10%
Cap
|
| 3-Year S&P 500 PTP Participation Rate 10% Buffer |
Point to Point
Triennial
|
93%
Participation
|
| 1-Year S&P 500 PTP Cap 15% Buffer |
Point to Point
Annual
|
11%
Cap
|
| 1-Year Nasdaq-100 PTP Cap 15% Buffer |
Point to Point
Annual
|
13.5%
Cap
|
| 6-Year S&P 500 PTP Spread 15% Buffer Uncapped |
Point to Point
6-Year
|
|
| 6-Year Capital Strength (First Trust) PTP Spread 15% Buffer Uncapped |
Point to Point
6-Year
|
|
| 6-Year Russell 2000 PTP Spread 15% Buffer Uncapped |
Point to Point
6-Year
|
|
| 1-Year First Trust American Leadership PTP Cap 10% Buffer |
Point to Point
Annual
|
13.75%
Cap
|
| 6-Year S&P 500 PTP Cap 20% Buffer Uncapped |
Point to Point
6-Year
|
|
| 1-Year First Trust American Leadership Performance Triggered 10% Buffer |
Performance Triggered
Annual
|
10.5%
Performance triggered
|
| 1-Year S&P 500 Performance Triggered 15% Buffer |
Performance Triggered
Annual
|
9%
Performance triggered
|
| 1-Year S&P 500 Performance Triggered 10% Buffer |
Performance Triggered
Annual
|
10%
Performance triggered
|
| 1-Year S&P 500 Performance Triggered 20% Buffer |
Performance Triggered
Annual
|
8.25%
Performance triggered
|
| 1-Year Nasdaq-100 Performance Triggered 15% Buffer |
Performance Triggered
Annual
|
11.5%
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 |
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