Capital preservation and market growth opportunities

In today’s interest rate environment, risk-averse investors don’t have to sacrifice growth to avoid market losses. Consider a portfolio allocation that offers growth potential linked to market performance while avoiding downside risk. It can also help clients in or near retirement protect their savings from sequence of returns risk by providing an alternative source of income. 

With a Lincoln Covered Choice® Advisory 5 II fixed indexed annuity, your clients can have these benefits:

  • Principal protection and higher yields than traditional deposit accounts
  • Tax-deferred growth opportunities linked to S&P 500 Index performance
  • Protection from market losses and locked-in gains
  • An option that can enhance their retirement income strategy