Through these partnerships, we have created two proprietary products, both specially designed for high net worth clients.
Our first product made its debut in May 2018 to electrifying success. The Lincoln Impact Advantage is a fixed indexed annuity that allows advisors to offer their clients more wealth transfer strategies with three industry-leading crediting options: the S&P 500, the S&P 500 Daily Risk Control 5%, and the First Trust Capital 6. This product was originally offered to only 500 elite advisors.
Just after a year after the launch of our first proprietary product, we announced the Lincoln Impact Advantage Plus, a new product that brings the best features of the original LIA product together with new and exciting advantages. The Lincoln Impact Advantage Plus offers new benefits like a home healthcare advantage, one of the industry’s first post-issue income riders, and no fees until clients elect to use the income rider.
We are proud to introduce Symetra PrestigeSM, a fixed indexed annuity that offers a 7%* compounding roll-up on the guaranteed lifetime withdrawal benefit rider (available to those 50 and older at the time of purchase.) Financial professionals can provide their clients the option of income and principal protection. This product also offers the advantage of potential refunded income rider charges based on indexed account performance thresholds that can help maintain accumulation value, to help clients elevate their retirement and pass on more wealth to their beneficiaries.
*Subject to change.
We know that you only offer the best to your clients. That’s why we partner with some of the industry’s leading carriers, so you can meet your clients’ needs with the best products available.