Lincoln Financial Group Adds New Globally Diversified Index to Flagship Fixed Indexed Annuity to Help Address Inflation and Market Volatility
24 Agosto 2021 - 3:00PM
Business Wire
Investors have added control to help
mitigate loss and inflation while leveraging worldwide markets
through Lincoln OptiBlend® with BlackRock Dynamic Allocation
Index
Lincoln Financial Group (NYSE: LNC)
is expanding its flagship fixed indexed annuity product, Lincoln
OptiBlend®, to include the BlackRock Dynamic Allocation Index. The
index’s global allocation provides investors with greater
diversification in their portfolios, as well as daily volatility
controls to help mitigate risk. This is particularly important to
today’s savers – nearly 50% of pre-retirees are concerned about
stock market volatility, and many are taking proactive measures to
protect their assets.1
“Investors are looking for financial products to help protect
their savings from market loss and inflation, while also seeking
innovative new solutions to help reach their retirement goals,”
says Tad Fifer, VP and Head of Fixed Annuity Sales, Lincoln
Financial Distributors. “With this new index, we are offering
clients the opportunity to invest globally with the protection and
benefits that Lincoln OptiBlend provides.”
The 1-year and 2-year BlackRock Dynamic Allocation Participation
accounts broaden investors’ options within Lincoln OptiBlend to
customize their portfolios based on their specific preferences and
goals.
BlackRock is a fiduciary to investors and a leading provider of
financial technology working to help people experience financial
well-being. “The BlackRock Global Allocation team is pleased to
announce our growing partnership with Lincoln Financial Group,”
said Russ Koesterich, BlackRock Managing Director, Global
Allocation. “With more than 30 years building custom multi-asset
solutions and an experienced team of model architects, we are
excited that Global Allocation’s insights will be leveraged through
this innovative custom index for the Lincoln OptiBlend fixed
indexed annuity.”
Lincoln OptiBlend fixed indexed annuities are a part of
Lincoln’s broad suite of annuity products, which were recently
recognized by Barron’s for the fifth year in its “The 100 Best
Annuities for Today's Market” feature.
About Lincoln Financial
Lincoln Financial Group provides advice and solutions that help
people take charge of their financial lives with confidence and
optimism. Today, more than 17 million customers trust our
retirement, insurance and wealth protection expertise to help
address their lifestyle, savings and income goals, and guard
against long-term care expenses. Headquartered in Radnor,
Pennsylvania, Lincoln Financial Group is the marketing name for
Lincoln National Corporation (NYSE:LNC) and its affiliates. The
company had $324 billion in end-of-period account values as of June
30, 2021. Lincoln Financial Group is a committed corporate citizen
included on major sustainability indices including the Dow Jones
Sustainability Index North America and FTSE4Good. Dedicated to
diversity and inclusion, we earned perfect 100 percent scores on
the Corporate Equality Index and the Disability Equality Index, and
rank among Forbes’ Best Large Employers and Best Employers for
Women, and Newsweek’s Most Responsible Companies. Learn more at:
www.lfg.com. Follow us on Facebook, Twitter, LinkedIn, and
Instagram. Sign up for email alerts at http://newsroom.lfg.com.
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 professional as to any tax, accounting, or
legal statements made herein.
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.
One cannot invest directly in an index. Diversification and
asset allocation do not guarantee a profit or protect against
loss.
Lincoln OptiBlend® fixed indexed annuities (contract form
ICC1515-619 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.
There is no additional tax-deferral benefit for contracts
purchased in an IRA, since they are already afforded tax-deferred
status.
The BlackRock Dynamic Allocation Index is a product of BlackRock
Index Services, LLC and has been licensed for use by The Lincoln
National Life Insurance Company. BlackRock®, BlackRock Dynamic
Allocation, and the corresponding logos are registered and
unregistered trademarks of BlackRock. The Lincoln OptiBlend® fixed
indexed annuity is not sponsored, endorsed, sold or promoted by
BlackRock Index Services, LLC, BlackRock, Inc., or any of its
affiliates, or any of their respective third-party licensors
(including the Index calculation agent, as applicable)
(collectively, “BlackRock”). BlackRock has no obligation or
liability in connection with the administration or marketing of the
Lincoln OptiBlend® fixed indexed annuity. BlackRock makes no
representation or warranty, express or implied, to the owners of
the Lincoln OptiBlend® fixed indexed annuity or any member of the
public regarding the advisability of investing in the Lincoln
OptiBlend® fixed indexed annuity or the ability of the BlackRock
Dynamic Allocation Index to track general market performance.
BlackRock does not guarantee the adequacy, accuracy, timeliness,
and/or completeness of the Index or any data or communication
related thereto, nor does it have any liability for any errors,
omissions or interruptions of the BlackRock Dynamic Allocation
Index.
Product and features are subject to state availability.
Limitations and exclusions may apply.
Not available in New York.
LCN-3719764-081721
_________________________ 1 Lincoln Financial, Consumer
Sentiment Tracker, through July 2021
View source
version on businesswire.com: https://www.businesswire.com/news/home/20210824005311/en/
Media: Sarah Boxler Sarah.Boxler@lfg.com
Grafico Azioni Lincoln National (NYSE:LNC)
Storico
Da Mar 2024 a Apr 2024
Grafico Azioni Lincoln National (NYSE:LNC)
Storico
Da Apr 2023 a Apr 2024