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Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Advantage Gold is a flexible premium deferred index annuity. The minimum single premium is $5,000 for qualified and non-qualified money. Additional contributions can be made for $1,000 or more. 10% of the purchase payment may be withdrawn after the first policy year and interest earned may be withdrawn during the first policy year without incurring a surrender charge.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 ten years in duration (16,15,14,13,11.5,10,8.5,7,5.5,4) and are waived in the event of death, entrance into a nursing home, or diagnosis of a terminal illness. 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
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #2532
WAIVERS
Waivers
Select all
Waiver #8557
Waiver #8558
Waiver #8559
Waiver #8560
Waiver #8561
Waiver #8562
WITHDRAWALS
Withdrawals
Select all
Withdrawal #2258
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
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No Bonuses available.
Features & Benefits
FEATURES
Features
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No Features available.
COMBINE BENEFITS
Combine Benefits
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No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #3884
Guarantee #3885
Guarantee #5104
Guarantee #5911
Guarantee #6618
Investments
SETTLEMENTS
Settlements
Select all
Settlement #2203
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
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No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
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No Allocation Models available.
LBR RIDERS
LBR Riders
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No LBR Riders available.
DBR RIDERS
DBR Riders
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Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
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No Initial Sales available.
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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No Surrender Charges available.
Plans & Other
AGE
Age
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Age #2408
PRODUCT PLANS
Product Plans
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401 (a)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Spousal IRA
CHARGES
Charges
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No Charges available.
State Availability
Exception
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)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
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Lincoln OptiBlend 5 (TD)
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GROUP
Lincoln
COMPANY
Lincoln National Life Insurance Company
TYPE
Indexed Annuity
INCEPTION
May 21, 2018
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The Advantage Gold is a flexible premium deferred index annuity. The minimum single premium is $5,000 for qualified and non-qualified money. Additional contributions can be made for $1,000 or more. 10% of the purchase payment 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 ten years in duration (16,15,14,13,11.5,10,8.5,7,5.5,4) and are waived in the event of death, entrance into a nursing home, or diagnosis of a terminal illness. 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
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #2532
WAIVERS
Waivers
Select all
Waiver #8557
Waiver #8558
Waiver #8559
Waiver #8560
Waiver #8561
Waiver #8562
WITHDRAWALS
Withdrawals
Select all
Withdrawal #2258
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
No Transactions available.
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #3884
Guarantee #3885
Guarantee #5104
Guarantee #5911
Guarantee #6618
Investments
SETTLEMENTS
Settlements
Select all
Settlement #2203
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
No LBR Riders available.
DBR RIDERS
DBR Riders
Select all
Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
No Initial Sales available.
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
No Surrender Charges available.
Plans & Other
AGE
Age
Select all
Age #2408
PRODUCT PLANS
Product Plans
Select all
401 (a)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Spousal IRA
CHARGES
Charges
Select all
No Charges available.
State Availability
Exception
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)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
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Not available in states
Cancel