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Lincoln RIA
Class Solutions

Custom-built, exclusively for RIAs

The Lincoln suite of RIA Class annuities helps to expand your services with more comprehensive planning strategies. Give your clients more options for tax mitigation, protected lifetime income, portfolio diversification, cash alternatives, legacy planning, and more.
 

Our broad set of solutions are designed to help match the needs of your clients to an annuity that may be right for them.
 

 More risk, more rewardLess risk, less reward 

 
 

Investment-only variable annuities

Variable annuities

Index-linked annuities

Fixed indexed annuities

Income annuity

Client Objective

Protect wealth through tax-efficient investing

Flexibility to customize for individual needs and goals

Balance protection and growth as you build wealth

Protected lifetime income in addition to protected growth

Capital preservation and growth linked to market performance

Guaranteed income now or later

RIA-Class Annuity

Lincoln Investor Advantage® suite

Lincoln Investment SolutionsSM

Lincoln Level Advantage 2®

Lincoln Level Advantage 2 IncomeSM

Lincoln Core Capital®

Lincoln Deferred Income SolutionsSM

Investment Options

125+ individual funds

100+ individual funds

Broad range of customizable options linked to market performance with levels of downside protection

3 crediting strategies with 100% protection

N/A

Optional benefits:
Protected income

i4LIFE® Advantage —  For tax-smart income

Lincoln ProtectedPay® Select Core — For guaranteed growth with protected lifetime income

i4LIFE® Advantage  —  For tax-smart income

i4LIFE® Advantage Select GIB —  tax-smart income with a guaranteed minimum income amount

N/A

Lincoln ProtectedPay® Select  — For protected lifetime income with deferral bonus opportunities

N/A

N/A

Optional benefits:
Enhanced beneficiary protection

Earnings Optimizer Death Benefit   —  For tax-efficient estate protection

Guarantee of Principal Death Benefit

Account Value Death Benefit

Estate LockSM Death Benefit  – preserves the full investment amount while taking income

Highest Anniversary Death Benefit

Guarantee of Principal Death Benefit

Guarantee of Principal Death Benefit

Account Value Death Benefit

Estate LockSM Death Benefit  – preserves the full investment amount while taking income

Guarantee of Principal Death Benefit

Account Value Death Benefit

Account Value Death Benefit

N/A

    

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LincolnRIA@LFD.com
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Variable annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk and possible loss of principal. Variable annuities contain both investment and insurance components and have fees and charges, including mortality and expense, administrative and advisory fees. Optional features are available for an additional charge. 

Guarantees are subject to the claims paying ability of the issuing company.

Lincoln Investor Advantage® RIA Class variable annuities (contract forms ICC23-60021, 23-60021 and state variations), Lincoln Investment Solutions® RIA variable annuities (contract form 30070-A 8/03 and state variations), and Lincoln Investor Advantage® Pro Advisory Choice variable annuities (contract forms ICC23-60021, 23-60021) are issued 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.

Investors are advised to consider the investment objectives, risks, and charges and expenses of the variable annuity and its underlying investment options carefully before investing. The applicable prospectuses for the variable annuity and its underlying investment options contain this and other important information. Please call 888‑868‑2583 for free prospectuses. Read them carefully before investing or sending money. Products and features are subject to state availability.

All contract and rider guarantees, including those for optional benefits, fixed subaccount crediting rates, or annuity payout rates, are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer or insurance agency from which this annuity is purchased, 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.

There is no additional tax-deferral benefit for an annuity contract purchased in an IRA or other tax-qualified plan.

The Lincoln Level Advantage 2® Income index-linked annuity is a long-term investment product designed for retirement purposes. There are no explicit fees associated with the index-linked account options available. Annuities are subject to market risk including loss of principal. Withdrawals are subject to ordinary income tax treatment and, if taken prior to age 59½ in nonqualified contracts, may be subject to an additional 10% federal tax.

This material is authorized for use only when preceded or accompanied by a prospectus, which describes investment objectives, risk factors, fees and charges that may apply as well as other important information. Please read the prospectus carefully before you invest or send money. The prospectus can be obtained by calling 888-868-2583.

Index-linked annuity products are complex insurance and investment vehicles. Please reference the prospectus for information about the levels of protection available and other important product information. Any distribution or transfer from an indexed account (other than on the term end date) is based on the interim value of each indexed segment. This value is based on a formula and may not correspond to the current performance of the index you selected. Any distribution or transfer during a term will have a negative impact on the value at the end of the term. This reduction could be larger than the dollar amount of the distribution or transfer. See prospectus for details.

The risk of loss occurs each time you move into a new indexed account. If the negative return is in excess of the protection level selected, there is a risk of loss of principal. Protection levels that vary based on the index, term, and crediting strategy selected are subject to change and may not be available with every option. Please see the prospectus for details.

Lincoln Level Advantage 2® Income index-linked annuities (contract forms 25-50096, ICC25-50096 and state variations) are issued 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.

A fixed indexed annuity is intended for retirement or other long-term needs. It is intended for a person who has sufficient cash or other liquid assets for living expenses and other unexpected emergencies, such as medical expenses. A fixed indexed annuity is not a registered security or stock market investment and does not directly participate in any stock or equity investments, or index. The index used is a price index and does not reflect dividends paid on the underlying stocks.

Lincoln Core Capital® fixed indexed annuities (contract form ICC17-622 and state variations) are issued 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. Contractual obligations are subject to the claims-paying ability of The Lincoln National Life Insurance Company.

Income taxes are due upon withdrawal and if withdrawn before age 59½, an additional 10% federal tax may apply. Withdrawals and surrenders may be subject to surrender charges and a Market Value Adjustment. Product and features are subject to state availability. Limitations and exclusions may apply. Not available in California and New York.

Lincoln Deferred Income SolutionsSM Annuity (contract form 13-618F and state variations) is issued 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. Contractual obligations are subject to the claims-paying ability of The Lincoln National Life Insurance Company.

Not available in New York

Lincoln products are not a deposit nor FDIC-insured, may go down in value, and are not insured by any federal government agency or guaranteed by any bank or savings association. 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 representation or guarantees regarding the claims-paying ability of the issuer.