Lincoln Financial Earns DALBAR Award for Excellence in Annuity Illustrations

Rhea-AI Summary

Lincoln Financial Group has been recognized by DALBAR, Inc. for the 5th consecutive year for providing exceptional annuity illustrations to advisors. The firm's illustrations offer clear depictions of protected income and utilize color to highlight key values and performance under various market conditions, setting them apart from competitors. Lincoln's easy-to-understand projections and illustration assumptions have earned them this prestigious recognition.

MARLBOROUGH, Mass.--(BUSINESS WIRE)-- DALBAR, Inc. is recognizing Lincoln Financial Group for a 5^th consecutive year for arming advisors with a vital tool for use in their sales process. The firm sets the standard with annuity illustrations that speak to current and prospective clients with a complete and highly comprehensible picture of how an annuity can address their needs. Lincoln Financial’s illustrations feature clear depictions of protected income and use color generously to highlight key values and performance under different market conditions. This provider stands apart from competitors and many out-of-the-box illustration tools that rely on numerous pages of data-driven tables and lack the color, visuals and organization of Lincoln’s easy-to-digest projections and illustration assumptions.

“We are honored to once again earn this recognition, which reinforces our commitment to providing a superior annuity experience,” said Daniel Herr, senior vice president of Annuity Product at Lincoln Financial Group. “The attention and detail placed on our annuity illustrations is just one of the many ways Lincoln arms its current and future clients with the tools they need to be confident in their financial futures.”

DALBAR’s review of annuity illustrations included 11 leading annuity firms and rated illustrations based on 17 categories, ranging from the display of key contract and illustration details to the overall design and format.

About DALBAR, Inc.

DALBAR, Inc. has a 46-year history and is recognized by the industry and government as an independent third-party expert in the business of providing audits, evaluations, ratings, and due diligence certifications.

About Lincoln Financial Group

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of December 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection, and retirement plan services. As of December 31, 2023, the company had approximately $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

For more information visit www.dalbar.com or contact us at info@DALBAR.com

View source version on businesswire.com: https://www.businesswire.com/news/home/20240313826482/en/

Media:

Emily Kunka

617.624.7136

ekunka@dalbar.com

Source: DALBAR, Inc.

What has Lincoln Financial Group been recognized for by DALBAR, Inc.?

Lincoln Financial Group has been recognized for providing exceptional annuity illustrations to advisors for the 5th consecutive year.

How do Lincoln Financial Group's illustrations stand out from competitors?

Lincoln Financial Group's illustrations offer clear depictions of protected income and use color to highlight key values and performance under different market conditions, setting them apart from competitors.

Who is the senior vice president of Annuity Product at Lincoln Financial Group?

Daniel Herr is the senior vice president of Annuity Product at Lincoln Financial Group.

How many leading annuity firms were included in DALBAR's review of annuity illustrations?

DALBAR's review of annuity illustrations included 11 leading annuity firms.

What are some of the categories based on which illustrations were rated in DALBAR's review?

Illustrations were rated based on 17 categories, ranging from the display of key contract and illustration details to the overall design and format.