When accessing the lincoln appadvantage® tool, you will be asked questions regarding the type of account (e.g., variable or fixed), if you are state insurance licensed, and the state where you are opening the account A copy of this authorization form shall be considered as valid as the original Your answers will determine how you proceed and engage with the ria team.
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Historically, commissions and long surrender charges have made annuities difficult to access at scale within the ria community
Lincoln financial was of the first annuities providers to develop and launch an annuities suite of products with the ria in mind. This is lincoln investor advantage® ria class An annual credit of 0.15% (applied quarterly) will be added to the account value for contracts with a value of at least $250,000 See footnote 1 for complete details
There is an annual account fee of $50 Contract fee is waived for contracts over $50,000. By signing below, i/we certify that i/we have read, understand, and have authority to execute this authorization form
