Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The Eagle Advisory 8 is a flexible premium deferred index annuity. The minimum single premium is $10,000 for qualified and non-qualified money. Additional contributions can be made for $1,000 or more. 5% of the contract value may be withdrawn after the first policy year and interest earned may be withdrawn during the first policy year without incurring a surrender charge. Systematic Withdrawal and RMDs are an option. Surrender charges are (8.25,7.25,6.5,5.5,4.5,3.5,2.5,1.5) eight years in duration and are waived in the event of death. There is an optional Lifetime Income Benefit Rider available which, if elected at an extra cost, provides lifetime income. 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.

Contribution / Waiver / Withdrawal

Contributions

Contribution #2219

Waivers

Waiver #7946

Waiver #8097

Waiver #8098

Waiver #8099

Withdrawals

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

Features

No Features available for this product.

Combine Benefits

No Combine Benefits available for this product.

Guarantees

Guarantee #3297

Guarantee #5116

Guarantee #5902

Guarantee #6626

Allocation Models

No Allocation Models available for this product.

LBR Riders

Lincoln Lifetime Income Edge 2.0

Lincoln Lifetime Income Edge

DBR Riders

Basic Death Benefit

Charge Initial Sales

No Charge Initial Sales available for this product.

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #3858

Lincoln Covered Choice Advisory 5

CUSIP Basic Info

Contribution / Waiver / Withdrawal