Lincoln Financial Group Strengthens Its Award-Winning Registered Index Linked Annuity, Launches Lincoln Level Advantage 2SM

Lincoln Financial Group (NYSE: LNC) today announced a new version of its award-winning Lincoln Level Advantage indexed variable annuity with the launch of Lincoln Level Advantage 2^SM index-linked annuity. Building on the innovations of the first generation, Lincoln Level Advantage 2 offers investors even more opportunities for protection and growth with the industry’s first indexed accounts that track the performance of Capital Group active ETFs. Lincoln Level Advantage 2, with its newest feature Secure Lock+^SM, is also the first Registered Index Linked Annuity (RILA) in the industry to offer a lock-in feature that allows investors to reset protection within their existing term.

“Lincoln Financial consistently enhances its product suite to help meet investor needs and provide features they can’t find anywhere else,” said Tim Seifert, senior vice president, Head of Retirement Solutions Distribution. “With Lincoln Level Advantage 2, we've tailored the product to offer what consumers are looking for: more choice for investors seeking growth with Capital Group active ETFs, better protection and control with Secure Lock+ and the same award-winning client experience offered by Lincoln Financial.”

Lincoln Level Advantage 2 provides investors with expanded diversification and growth opportunities as the only RILA to track Capital Group active ETF strategies. For the first time, investors will have access to indexed accounts that track the performance of Capital Group Growth ETF (CGGR), a flexible approach to growth investing and Capital Group Global Growth Equity ETF (CGGO), a global strategy focused on long-term capital growth. In 2023, CGGR was named the “Best New U.S. Equity ETF” by etf.com¹. Voted one of the most trusted investment managers among financial professionals², Capital Group is a brand that advisors and clients have had confidence in for more than 90 years.

“Being a partner of choice means continually evolving to help meet our clients’ needs, including expanding access to our investment capabilities with our insurance partners,” said Melissa Buccilli, Head of Insurance Strategy and Product at Capital Group. “We are excited to collaborate with Lincoln to offer active ETFs – Capital Group Growth ETF and Capital Group Global Growth Equity ETF – in a RILA annuity solution. This innovation will bring Capital Group’s investment capabilities to the annuity marketplace to help even more investors pursue their long-term investment goals.”