As Investors Seek Protection and Growth, Lincoln Level Advantage Tops Registered Index-linked Annuity Sales In 2020 - Seite 2

Last year, the annuity industry saw tremendous growth from solutions that were less sensitive to interest rate fluctuations and market volatility. According to Secure Retirement Institute, total RILA sales for 2020 were $24.1 billion – up $6.6 billion (38 percent) from 2019. RILAs comprised nearly a quarter of all variable annuity sales and experienced the largest growth of all products in 2020.

About Lincoln Level Advantage

Lincoln Level Advantage provides investors the ability to tailor a combination of indexed account options, terms and levels of protection to help meet their unique and individual investment style, risk tolerance and retirement income planning goals.

In 2020, 9,600 financial professionals sold Lincoln Level Advantage to nearly 33,000 customers⁴. The product continued to gain momentum in the marketplace, with additional distribution partners and expanded advisor reach. Lincoln Level Advantage is consistently recognized in Barron's “Top 100 Annuities” – including in 2020 as the top-ranking annuity in the category for “Best Annuity for Downside Protection with Stock-like Returns.”

In fall 2019, Lincoln was the recipient of the 2019 “Best Variable Index Annuity Carrier Award” by Structured Retail Products (SRP), a leading provider of structured products and market intelligence. SRP’s Indexed Insurance Awards recognize the best buy- and sell-side companies as well as the best service providers and distributors in the Indexed Insurance space.

For more information about Lincoln Level Advantage indexed variable annuity, visit www.LFG.com/LevelAdvantage.

Important information:

Lincoln Financial Group affiliates, their distributors, and their respective employees, representatives, and/or insurance agents do not provide tax, accounting, or legal advice. Please consult an independent advisor as to any tax, accounting, or legal statements made herein.

Lincoln Level Advantage indexed variable annuity is a long-term investment product designed for retirement purposes. There are no explicit fees associated with the indexed-linked account options available. There are associated fees with the variable annuity subaccounts, which include a product charge, and administrative fees. 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.