Beacon Data Entry
Variable Annuity Systematic transfers
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● Terminated · Lincoln National Life Insurance Company

American Legacy Target Date Income B Share

Modified 3 months ago · Lincoln
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COMPANY Lincoln National Life Insurance Company
GROUP Lincoln
TYPE Variable Annuity
INCEPTION Jan 21, 2020
Details Death Benefits Riders Age Contribution Bonuses Charges CUSIP Waivers Withdrawals Transactions Systematic Transfers Features Combine Benefits Guarantee Settlements Allocation Model Investment Requirement Copy Product
+ New Systematic Transfer
Notes Transfer Type DCA Type Actions
The minimum amount to be dollar cost averaged is $1,500 over any period between three and 60 months. Dollar Cost Average Dollar Cost Average
Special DCA is 3% for 3-month, 3% for 6-month and 2% for 12-month. Dollar Cost Average Enhanced Dollar Cost Average
Systematic Transfer Earning Sweep
Allows to automatically reallocate Contract Value among investment options on a periodic basis. The fixed account is not available for portfolio rebalancing. Asset Rebalancing