| LVIP Wilshire 2010 Profile |
| LVIP Wilshire 2010 Profile (SA L1) seeks a balance between a high level of current income with some consideration given to growth of capital. Invests to an asset allocation between stocks and bonds, which will become more conservative over time as the target maturity date draws closer. |
| Investment Advisor |
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Lincoln Investment Advisors Corporation (LIA) is the advisor for LVIP Wilshire 2010 Profile. LIA is a registered investment advisor and a wholly owned subsidiary of Lincoln National Corporation. Formerly known as Jefferson Pilot Investment Advisory Corporation, LIA has served as an investment advisor to mutual funds for more than 20 years.
Wilshire Associates Incorporated is the sub-advisor for the LVIP Wilshire 2010 Profile. Wilshire Associates is a privately held corporation, headquartered in Santa Monica, California. Founded in 1972, Wilshire began as an advisor and service provider to the investment management community.
Wilshire pioneered several investment technologies and developed the first equity risk models and the first integrated asset-liability modeling software. To this day, Wilshire continues to provide a full spectrum of data, software and consulting services to money managers enabling them to better manage their portfolios. |
| Investment Approach |
LLVIP Wilshire 2010 Profile is one of four Target Maturity Profile Funds designed for investors planning to retire close to the year indicated in the name of the Fund. Others in the series include the LVIP Wilshire 2020, 2030, and 2040 Profile Funds. Each of the four Target Maturity Profile Funds invests in underlying funds which, in turn, invest in equity (stocks) and fixed-income (bonds) securities. Asset allocations will become more conservative over time as the target maturity date draws closer.
The current target allocation for the LVIP Wilshire 2010 Profile Fund includes investing approximately 45% of its assets in underlying funds which invest primarily in fixed-income securities and approximately 55% in underlying funds which invest primarily in equity securities.
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| Investment Option Statistics |
The Investment Option Statistics page and Disclosure Statement are available in a PDF format. You will need the Adobe® Acrobat® Reader® or other compatible software to view or print these documents. To view these documents, please click on the links below.
Investment Option Statistics and Disclosure Statement. Please view both.
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Profile funds diversify among various asset classes within a product. While diversification may help reduce the investment risk, it does not ensure a profit or guarantee against a loss.
This variable annuity contract has limitations and expense charges. For costs and complete details of the coverage, contact your Lincoln representative.
The group variable annuity contract is issued by The Lincoln National Life Insurance Company, Fort Wayne, IN on contract form #19476 7/94 and variations thereof. The Lincoln National Life Insurance Company does not do business in the state of New York, nor is it authorized to do so. For contracts sold in New York, contracts are issued by the Lincoln Life & Annuity Company of New York, Syracuse, NY on contract form #19476NY-A 7/04. The annuities are distributed by Lincoln Financial Distributors, Inc., a broker/dealer, Radnor, PA.
The Lincoln National Life Insurance Company and Lincoln Life & Annuity Company of New York are independently responsible for their own financial and contractual obligations.
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