Lincoln Upgrades WealthAccumulate IUL Rates and Feature Set

From Lincoln:

Lincoln WealthAccumulate® 2 IUL (2020) updates available August 12

Lincoln’s broad life insurance portfolio offers clients financial protection and growth opportunities to meet multiple needs. We are announcing updates to our performance-driven accumulation IUL portfolio to remain poised to meet the needs of the future with added optionality and upside potential. Effective August 12, 2024, Lincoln WealthAccumulate® 2 IUL (2020) – 08/12/24 replaces the existing Lincoln WealthAccumulate® 2 IUL (2020) – 02/12/24 with the following updates.

Increased caps and participation rates

  • Increased current cap and par rates on indexed accounts

  • Increased guaranteed minimum cap on all capped indexed accounts to 2%

  • Increased guaranteed minimum for Fixed Account, DCA, and Holding Account to 1%

Return of 100% ROP*

  • The Lincoln Enhanced Value® Rider (LEVR) will have two Return of Premium options: 100%* and 85%

Account Value Enhancement (AVE) on Loan Accounts

  • Added an additional 25 basis point AVE to our indexed loan accounts

Learn more
Previous
Previous

Securian Announces Increased IUL Cap and Par Rates

Next
Next

Lincoln Improves MoneyGuard II Pricing