Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Income Driver 10 is a Modified Single Premium deferred indexed annuity with a market value adjustment. The minimum single premium is $25,000 for qualified and non-qualified category. A maximum of 10% of the accumulation value can be withdrawn after the first policy year without any withdrawal charge or market value adjustments. Surrender charges are 10 years in duration and are waived in the event of death, confinement to a nursing home, or diagnosis of a terminal illness. The product has an add on Standard Guaranteed Lifetime Income Rider. This product provides an additional benefit of DCA account, with which the investor has an advantage to earn interest daily. Withdrawals and taxable distributions may be subject to ordinary income tax and if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty. Early surrender charges may also apply. Guarantees based on claims paying ability of insurer. Products / features may not be available in all states. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.

Contributions & Waivers

CONTRIBUTIONS

Contribution #2219

WAIVERS

Waiver #7946

Waiver #8097

Waiver #8098

Waiver #8099

WITHDRAWALS

Withdrawal #2107

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

No Bonuses available.

Features & Benefits

FEATURES

No Features available.

COMBINE BENEFITS

No Combine Benefits available.

GUARANTEES

Guarantee #3297

Guarantee #5116

Guarantee #5902

Guarantee #6626

Investments

SETTLEMENTS

Settlement #2052

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

Lincoln Lifetime Income Edge 2.0

Lincoln Lifetime Income Edge

DBR RIDERS

Basic Death Benefit

Charges

INITIAL SALES

No Initial Sales available.

M&E CHARGES

No M&E Charges available.

SURRENDER CHARGES

No Surrender Charges available.

Plans & Other

State Availability

Exception

Not available in states

Edit CUSIP

Lincoln Covered Choice Advisory 5

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Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
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Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
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Wyoming (WY)