A popular explanation blames current low interest rates. Part of the problem could stem from not offering the right annuity. Perhaps we've started to overlook the use of annuities for clients who need accumulation rather than income?

Presenters Paul McGillivray and Dan Monaco discuss ways to help your clients take advantage of the opportunity to earn more with this proven strategy.

The Lincoln annuity portfolio has delivered …

  • Excellent interest performance
  • Unsurpassed renewal rate history
  • Accumulation vehicles that clients want
  • And more, all from an A+ Best-rated carrier!

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Presenters

Paul McGillivray

SVP, Advanced Marketing Creative Marketing

 

Dan Monaco

Regional VP for Lincoln Financial Distributors

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*According to 2011 LIMRA report. **Nursing home rider not available for contracts issued in Massachusetts. Lincoln OptiPoint Flexible Premium Deferred Annuities (Policy Form 06-610, or state variation) are fixed indexed annuities issued by The Lincoln National Life Insurance Company, Ft. Wayne, IN and may not be available in all states. Lincoln Financial Group is the marketing name for Lincoln National. May be subject to a Market Value Adjustment. Maximum surrender charge is 10%. All surrenders above the 10% annual withdrawal, during the surrender charge period, are subject to surrender charges and an MVA.

Interest rates and caps for fixed indexed annuities are based on contract features, including any bonus, additional rider benefits and the death benefit. Guarantees are backed by the claims-paying ability of the issuing insurance company. There is no additional tax deferral benefit for annuity contracts purchased in an IRA or other tax-qualified plan, since these are already afforded tax-deferred status. Therefore, an annuity should only be purchased in an IRA or qualified plan if the client values some of the other features of the annuity. Taxes are due upon withdrawal and if withdrawn prior to age 59½ may be subject to a 10% federal penalty tax. Limitations and exclusions may apply

LCN200809-2020955 | 11614 - 2011/3/24