Annuities

The Impact Partnership announces first-ever Fixed Indexed Annuity designed for high net worth individuals, developed in partnership with Lincoln Financial Group

Retrieved on: 
Monday, May 14, 2018

The solution is designed for clients who seek the stability that a fixed annuity can provide, combined with growth potential.

Key Points: 
  • The solution is designed for clients who seek the stability that a fixed annuity can provide, combined with growth potential.
  • "We are excited and thankful to offer this innovative product with a partner that has the strength and reputation of Lincoln Financial.
  • Lincoln Impact AdvantageSM fixed indexed annuity (contract form 15-619 and state variations) is issued by The Lincoln National Life Insurance Company, Fort Wayne, Indiana, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer.
  • The certificate is a group annuity certificate issued under a group annuity contract issued by The Lincoln National Life Insurance Company to a group annuity trust.

Guaranteed income streams can increase retirement confidence

Retrieved on: 
Tuesday, April 24, 2018

Confidence jumps to 89 percent among retirees with guaranteed income from a defined benefit plan, compared to 59 percent without one.

Key Points: 
  • Confidence jumps to 89 percent among retirees with guaranteed income from a defined benefit plan, compared to 59 percent without one.
  • Guaranteed income strategies can close the gap, build confidence
    Four in five workers expressed interest in guaranteed lifetime income, with 28 percent "very interested" in putting all or some of their retirement plan savings into a guaranteed lifetime income product.
  • Products like annuities or in-plan investment options take a piece of a person's retirement pie and turn it into a guaranteed income stream.
  • Principal Pension Builder provides for the purchase of deferred income annuities that provide guaranteed income in retirement.