Fixed Annuities Lincoln Leader, February 2023

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Lincoln Leader that has some important updates:

  • Upcoming Indexed Account Changes-Effective 2/21 and later clients can choose the “New” 1 Year S&P 500 5% DRC (Excess Return) Spread
  • (Please see the transition rules on the current S&P 500 DRC 5% (Total Return) that’s on 2/17
  •  The Informed Financial Professional-Secure Act 2.0-New Blog now available 
  • Lincoln Deferred Income Solution Annuity (QLAC Premium limits have gone up to $200K this year)
  • Market Intel Exchange-Market Data and insights from Lincoln and industry management partners 

HEADLINES

  • Indexed Account updates
  • New blog available: SECURE 2.0
  • QLAC premium limit increased
  • Market Intel
  • Tips for 1035 exchanges
  • Submit Applications Electronically
  • Access our self-service options
  • Sign up for Alerts/Notifications
  • February Forms Release
  • Tax form information
  • NAIC training required – new: TN
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