American Legacy Fusion (NY)
Status:
Terminated
Group:
Lincoln
Product Type:
Variable Annuity
Product Status:
Approved
Version:
0
Inception Date:
September 29, 2011
Closed Date:
February 18, 2025
Last Modified:
February 06, 2026 08:17
Description:
Fee Based:
No
Free Look:
Yes
Plan Types:
Non-Qualified, Roth IRA, IRA
Premium Types:
Flexible
States Available:
NY
States Exception:
Version Note:
Supplement bringing changes in Asset Allocation Models.; Supplement bringing changes in ABP percentages.
Scrap Book:
Total Contribution without issuer approval is updated as client's email -new RILAs to profile: Lincoln National. DCA rate are updated as per email subject to - 'Lincoln DCA Rates Increasing 6/26/23'. State availability is updated as per email of VA leader effective June 23,2023.No changes in ABP factors and roll-up were made as per the mail - URGENT PLEASE READ Lincoln VA Riders Closing 12/18 Additional Information. Changes made as per Email: Lincoln NY Variable Annuity Updates 2/18/25
Death benefits
| Name | Internal name | Sequence | Inception date |
|---|---|---|---|
| Account Value Death Benefit | Account Value Death Benefit | 1 | 29 Sep 2011 |
| Guarantee of Principal Death Benefit | Guarantee of Principal Death Benefit | 2 | 29 Sep 2011 |
| Enhanced Guaranteed Minimum Death Benefit | Enhanced Guaranteed Minimum Death Benefit | 3 | 29 Sep 2011 |
Riders
| Name | Rider type | Internal name | Sequence | Inception date |
|---|---|---|---|---|
| Lincoln Lifetime Income Advantage 2.0 | GLWB | Lincoln Lifetime Income Advantage 2.0 | 29 Sep 2011 | |
| Lincoln Lifetime Income Advantage 2.0 - Managed Risk | GLWB | Lincoln Lifetime Income Advantage 2.0 - Managed Risk | 12 May 2014 | |
| Lincoln Lifetime Income Advantage 2.0 - Protected Funds | GLWB | Lincoln Lifetime Income Advantage 2.0 - Protected Funds | 02 Apr 2012 | |
| Lincoln SmartSecurity Advantage | GLWB | Lincoln SmartSecurity Advantage | 29 Sep 2011 | |
| i4LIFE Advantage | GMIB | i4LIFE Advantage | 29 Sep 2011 | |
| i4LIFE Advantage Guaranteed Income Benefit (Version 4) | GMIB | i4LIFE Advantage Guaranteed Income Benefit (Version 4) | 29 Sep 2011 | |
| i4LIFE Advantage Guaranteed Income Benefit (Version 4) - Protected Funds | GMIB | i4LIFE Advantage Guaranteed Income Benefit (Version 4) - Protected Funds | 01 May 2012 | |
| i4LIFE Advantage Guaranteed Income Benefit - Managed Risk | GMIB | i4LIFE Advantage Guaranteed Income Benefit - Managed Risk | 12 May 2014 |