Safeguarding client assets

How can your safety-seeking clients feel confident without avoiding growth? With the protection Lincoln RIA Class annuities can provide, you may help them feel more confident about pursuing growth, even as they become more sensitive to risk.
 

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Growth opportunities without market risk
Lincoln Core Capital® fixed indexed annuity

Advisor case study: Investing cash on the sidelines

For conservative clients, cash and other traditional deposit accounts may feel safe, but that strategy comes with a steep cost in lost opportunities.

    

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Rita's challenge

Some of Rita’s clients are currently holding excess cash. They’re looking for higher rates, but don’t want to take on any additional risk. Rita wants a solution that protects their money without sacrificing growth potential.

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The solution

Rita helps her clients reinvest with confidence by allocating a portion of their portfolio to a Lincoln Core Capital® fixed indexed annuity that delivers:

  • 100% protection against market losses
  • Growth opportunities linked to market performance
  • No cost
 

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Get started

Connect with us and let your dedicated consultant make it easy for you to implement Lincoln RIA Class annuities.

LincolnRIA@LFD.com
877-533-5630
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Annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk, and possible loss of principal.

Lincoln Core Capital® fixed indexed annuity (contract form ICC17-622 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.

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.

Not a deposit. Not FDIC insured. Not insured by any federal government agency. Not guaranteed by any bank or savings association. May go down in value.

Lincoln products are not a deposit nor FDIC-insured, may go down in value, and are not insured by a 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.