Indexed Account Analyzer

The Indexed Account Analyzer is a pre-illustration tool designed for financial professionals to explore indexed account allocations, compare performance results, and stress test recommendations. Not intended to be an illustration; not to be shown, used with, or given to clients. For financial professional use only.

 

Important information and index disclosures


 

About this tool - definitions and methodology

 

This is not an illustration.

This tool may not be available in all Firms or Broker/Dealers. Please contact the Firm or Broker/Dealer for more information.

Historical returns are no guarantee of future performance. The returns shown are not representative of an indexed universal life insurance policy. Actual results may be better or worse than shown. Backtested and/or past performance figures are not a reliable indicator of future result.

Not all indexed universal life products sold by Lincoln Financial have access to all listed indexed account options. Please work with your Lincoln Representative on selecting the appropriate IUL product.

Returns are cumulative and based on the applicable Index's price movement only, and do not include the reinvestment of dividends. Past performance is not indicative of future returns.

The full name of the 1 Year S&P 500 DRC 10 index is the S&P 500® Daily Risk Control 10% Index. The index has a 10% volatility target.

The full name of the 1 Year S&P 500 Intraday 15 index is the S&P 500® Dynamic Intraday TCA Index. The index has a 15% volatility target.

Lincoln WealthBuilderSM IUL is issued on policy ICC24-UL6097/24-UL609 and Lincoln WealthBuilderSM ECV IUL is issued on policy ICC25-UL6098/25-UL6098 and state variations by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.

Not available in NY.

All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer. Affiliates are separately responsible for their own financial and contractual obligations.

Products and features subject to state availability. Limitations and exclusions may apply.

It is possible coverage will expire when either no premiums are paid following the initial premium, or subsequent premiums are insufficient to continue coverage.

This educational tool and its outputs cannot be shown or given to any member of the public and is not insurer or product specific.

For financial professional use only. Not for use with the public.