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Several product updates from Lincoln

  1. Updated WealthAccumulate IUL
    1. Reduced premium loads above threshold to improve competitiveness on single and short pays
    2. Index Account updates
    3. Cap and floor changes to the S&P 500 Traditional account
    4. Par loans are being replaced by two nee Index Loan Accounts linked to the S&P 500 index
  2. Illustration changes for all IULs
    1. Software will not be updated until May 15th
  3. Updates to VULone and SVULone coming on May 15th
    1. Modified Asset Allocation Requirements for the ONE (Optimal No-Lapse Enhancement) Rider
    2. Updates to the base account guarantee charges (no changes to the secondary guarantee for current base account charges)
Lincoln Leader 4-17-2023

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2801 US Highway 280 S
Birmingham, AL 35223

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