Fixed Indexed Annuity

Lincoln Set 5 II

Lincoln Financial

8.15%

Best Cap

10%

Free W/D

52

States

Free Withdrawal

10%/yr

Available In

52 states

Min Premium

$10,000

Surrender

5 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
S&P 500 Daily Risk Control 10% USD Excess Return IndexAnnual--100%--
S&P 500 IndexAnnual8.15%100%--
Fixed AccountDaily----3%

Surrender Schedule

Yr 1

9.25%

Yr 2

8.25%

Yr 3

7.25%

Yr 4

6.25%

Yr 5

5.2%

After

0%

Nursing home waiver, Terminal illness waiver

Carrier Ratings

A.M. BestA
FitchA+
Moody'sA2
Standard & Poor'sA+

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