Annuities

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New this Month

Help clients own the outcome

How do financial professionals empower clients to take action when unpredictable markets and investment losses are top concerns? Visit our resource center for ways to help bring the conversation into focus.

Get our new guide (PDF) to learn about words and phrases to avoid and how to help clients feel more confident and empowered!


Our solutions

Lincoln’s fixed and fixed indexed annuities can help clients maintain the principal protection they want with the growth potential they need. These solutions blend safety with opportunity – so clients don’t have to sacrifice growth to enjoy market protection.


Lincoln OptiBlend® fixed indexed annuity
Lincoln New Directions® fixed indexed annuity
Lincoln Insured IncomeSM Immediate Annuity (SPIA)
Lincoln Deferred Income SolutionsSM Annuity (DIA)
Annuities Marketing Suite

Access the full marketing library

Click here to access Lincoln’s Digital Resource Guide.
Now including direct access to run illustrations. No login required!

    

  • Sales ideas
  • Featured campaigns

We’re committed to helping financial professionals strengthen their relationships and practices through better client conversations. That’s why we offer an extensive lineup of sales ideas and digital resources to help prepare you with the right questions and tools for every client meeting.

Power of Protection

The power of protection

Clients want the value of protection from market loss and opportunities for growth. Show them how they can get both.
 

View the power of protection flier. (PDF)

Protection Against Losses

Protection against market loss flier

Learn how important it is to minimize investment loss — especially as clients approach retirement with less time to recover.
 

View the flier. (PDF)

Repurposing an old policy for immediate income

Repurposing an old policy for immediate income

Read more about the cost basis advantage of a 1035 exchange. (PDF)
IRS rules on 1035 exchange by beneficiary

IRS rules on 1035 exchange by beneficiary

For a tax-advantaged income and wealth transfer strategy, Lincoln offers annuity products with options to fit clients’ specific needs.
 

Learn more about the IRS rules. (PDF)

Fixed Annuities Social Post 1

Fixed Annuities social media campaign.

Quickly create social media campaigns that can help elevate your business and conversations with clients. Use the images and text provided to schedule social media on your channels.
 

View fixed annuities social media posts.

Alliance for Lifetime Income

Alliance for Lifetime Income

Helps educate financial professionals and clients on the value of protected lifetime income in retirement. Access resources on income planning and solutions that can provide reliable income for life.
 

Visit Alliance for Lifetime Income.