Fixed Annuity Lincoln Leader

HEADLINES

  • New business forms online
  • Market Intel Exchange
  • Updates to indexed accounts
    • In-force contracts: changes to S&P 500 5% DRC Spread
    • New contracts: closing Participation Plus account
  • QLAC Premium Verification Form
  • DIA Product Disclosure Statements
  • Updated Annuity Suitability Form
  • Regulatory Round-up
  • Form 5498 tax reporting
  • May Forms Release
  • NAIC training required: IL, WV, WY