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Bonds have been increasingly volatile and many investors have fled to cash. If you need to focus on efficient portfolio growth, and would benefit from 100% downside protection, consider this bond alternative strategy, available with a Lincoln fixed indexed annuity.
A ten-year track record of outpacing bonds
Over the last decade, this blended growth strategy delivered better results — with no losses or volatility — when compared to the Bloomberg Barclay’s U.S. Aggregate Bond Index. This hypothetical example assumes a $100,000 investment starting year-end 2013.1
Diversify your portfolio with locked-in growth and 100% downside protection. For more information on Lincoln fixed indexed annuities, go to https://www.lincolnfinancial.com/public/individuals/products/annuities/fixedindexedannuities
From 12/31/2013 to 12/31/2023.
Source: Morningstar. Bloomberg Barclays U.S. Aggregate Bond Index return.
Diversification is not a guarantee of profit. One cannot invest directly in an index.
The assumed rates are for example purposes only. The actual rate will be determined at contract issue, and is declared annually by the issuing company at its discretion. Subsequent interest rates may be higher or lower than the initial rate and may be different from those used for new contracts.
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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.