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When does 7 equal 9?
Keep your retirement savings moving forward, even if the market is going backward, with the 1 year S&P 500 Dual Trigger available with a Lincoln fixed indexed annuity.
Here's how this simple strategy works:
- Tracks the performance of the S&P 500 Index over a one-year indexed term.
- Credits the dual trigger rate if the performance is flat or positive at the end of the indexed term.
- If the index change is negative by less than the value of the dual trigger rate, the difference is credited.
- If the index change is negative by the value of the dual trigger rate or more, the account is protected from loss, but no interest is credited
Here’s how a 100% allocation to the 1 Year S&P 500 Dual Trigger would have performed over the last 10 years.
Over the last ten years, the Dual Trigger account offered nine years of growth, even though the S&P 500 Index was positive only seven of those 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. This example assumes a 7% trigger rate. In 2015 and 2018, the S&P 500 Index was negative by less than the value of the dual trigger rate. In 2022, the index change was negative by more than the value of the dual trigger rate.
Past performance is no guarantee of future results.
Related: The Average Increase in U.S. Home Prices
For more information on Lincoln fixed indexed annuities, go to https://www.lincolnfinancial.com/public/individuals/products/annuities/fixedindexedannuities
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.