Lincoln Leader: Fixed and Fixed Index Annuities Update

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HEADLINES

  • Guaranteed minimum rates
  • ACORD eForm: Carrier look-up
  • Online resource guide
  • Indexed account earnings
  • Resolving NIGOs
  • Key facts about Lincoln
  • Regulatory Round-up
  • NAIC training required: new OK 

Here are some important updates: 

  • Guaranteed Fixed Minimum rate now 1.4% (please see details on page 1)
  • GMSV (Guaranteed Minimum Surrender Value is now 2.75%/87.5% (please see details on page 1)
  • E-App submission integration with 1035X Yellow Pages Carrier look up.
  • OptiBlend Index Annuity-Index Ticker Symbols for BlackRock, Fidelity, and S&P 500 DRC 5% and 10%
  • Lincoln 2nd Quarter Financial Fact Sheet
  • NAIC Model Regulation-Oklahoma Adoption effective 9/1 
Lincoln Leader Download