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A decade of similar results
Over the last decade, the S&P 500 and S&P 500 Daily Risk Control indices have had historically similar performance with a close correlation in positive and negative results.1
Available with a Lincoln fixed indexed annuity, the 1 Year S&P 500 10% Daily Risk Control Trigger account is tied to the performance of the S&P 500 Daily Risk Control 10% Index. Here's how it works:
- Credits a specified rate if the index is flat or positive at the end of the term.
- Provides 100% protection, even in a down market
- Tracks the performance of the S&P 500 Daily Risk Control 10% Index, which adjusts a modest cash position to help smooth the volatility from equities
- Potential for a higher specified rate since it’s tied to a volatility-controlled index, which has historically performed similar to the traditional S&P 500 Index.1
See how a 100% allocation to the 1 Year S&P 500 10% Daily Risk Control Trigger, assuming a 10% specified rate, could have performed over the last 10 years.
1Compounded return over ten consecutive years. Source: S&P Dow Jones Indices LLC and Macrotrends LLC. Data is based on beginning of the index year performance for 2015 – 2024. Years shown are 2014 – 2023. Past performance is no guarantee of future results, and there may be some years when one is positive and the other is negative.
For more information on Lincoln fixed indexed annuities, go to https://www.lincolnfinancial.com/public/individuals/products/annuities/fixedindexedannuities
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Important information:
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives, and/or insurance agents do not provide tax, accounting, or legal advice. Please consult an independent professional as to any tax, accounting, or legal statements made herein.
A fixed indexed annuity is intended for retirement or other long-term needs. It is intended for a person who has sufficient cash or other liquid assets for living expenses and other unexpected emergencies, such as medical expenses. A fixed indexed annuity is not a registered security or stock market investment and does not directly participate in any stock or equity investments, or index.
Lincoln fixed indexed annuities (contract form ICC1515-619 and state variations) are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Contractual obligations are subject to the claims-paying ability of The Lincoln National Life Insurance Company.