Lincoln Leader, April 2023: Important Updates
I wanted to share the latest “Lincoln Leader” for Fixed Annuities that covers some important updates:
- Lincoln Digital Resource Guide-“New” added feature that gives you access to apps/forms with no password needed!
- Upcoming Indexed Account Changes on OptiBlend Index Annuity-Effective 5/22
- BlackRock Par Plus (1% fee option) is being closed on OptiBlend Index Annuity
- New Transition Period for In-Force and Claim Forms
- NAIC Annuity Transactions Model Regulation-Training Required (current state adoptions include IL, WV, and WY)