Lincoln Fixed Annuity Leader: Important Updates

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TOPICS:

  • Reminder: Dual Trigger indexed account available on Lincoln fixed indexed annuities
  • Reminder: S&P 500 10% DRC Trigger account option now available on Lincoln OptiBlend contracts
  • Fixed annuity resource guide
  • Taxes are a powerful force: new blog
  • Updated web content for the 2023 tax season
  • Holiday hours
  • Pre-suitability form
  • Lincoln DocuSign annuity eContract delivery
  • Online contact information changes
  • 1099-R tax information
  • Market Intel Exchange
  • NAIC training required – IN, NH (new)
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