Lincoln Financial Group Recognized by DALBAR for Consumer Experience

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Lincoln Financial Group (LNC) has been recognized by DALBAR, Inc. for excellence in annuity illustrations and life insurance website experience. This marks the fifth consecutive year of receiving DALBAR's Award for Excellence in Annuity Illustrations. Lincoln's illustrations were praised for providing a comprehensive view of addressing client needs. Additionally, Lincoln was acknowledged for their user-friendly consumer portal for universal life insurance customers. Kathy Kavanaugh, senior vice president, emphasized the importance of customer experience in line with product offerings.

Independent auditor selects Lincoln as a top provider, highlighting features in both annuity and life insurance products.

RADNOR, Pa.--(BUSINESS WIRE)-- Lincoln Financial Group (NYSE:LNC) announced today that it has been recognized by DALBAR, Inc., for excellence in its annuity illustrations and its life insurance website experience. DALBAR is a preeminent auditor of consumer experience for the financial services industry.

The recognition marks the fifth consecutive year that Lincoln has received DALBAR’s Award for Excellence in Annuity Illustrations, following its review of 17 illustration categories across 11 leading annuity firms. Lincoln’s illustrations were recognized as “a complete and highly comprehensive picture of how an annuity can address their [current and prospective clients] needs.”

Lincoln was also one of the top carriers recognized by DALBAR’s annual review of website experiences offered to universal life insurance customers. According to DALBAR, “Lincoln, a consistently high scoring provider, topped the charts with their ease in utilizing their consumer portal.”

“As consumers’ needs and preferences continue to evolve, the experience we provide and the ease of doing business with our organization are just as important as the products and solutions that we offer,” said Kathy Kavanaugh, senior vice president, chief marketing officer, individual solutions and brand. “Lincoln is honored to be selected by DALBAR, an expert in the field, for our continued commitment to providing an exceptional experience for consumers and financial professionals.”

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.

Lincoln insurance products are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York by Lincoln Life & Annuity Company of New York, Syracuse, NY and distributed by Lincoln Financial Distributors, Inc., a broker-dealer.

The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.

LNC-6490778-031924

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Joseph Gardner

484-781-3358

Source: Lincoln Financial Group

What award did Lincoln Financial Group (LNC) receive from DALBAR, Inc.?

Lincoln Financial Group received DALBAR's Award for Excellence in Annuity Illustrations.

How many consecutive years has Lincoln Financial Group (LNC) received DALBAR's Award for Excellence in Annuity Illustrations?

Lincoln Financial Group has received DALBAR's Award for Excellence in Annuity Illustrations for five consecutive years.

What was highlighted in Lincoln Financial Group's annuity illustrations according to DALBAR, Inc.?

Lincoln's annuity illustrations were recognized for providing a complete and highly comprehensive picture of how an annuity can address client needs.

What did DALBAR, Inc. mention about Lincoln Financial Group's website experience for universal life insurance customers?

DALBAR praised Lincoln for their ease of use in the consumer portal for universal life insurance customers.

Who stated the importance of customer experience in the press release?

Kathy Kavanaugh, senior vice president, chief marketing officer, individual solutions and brand, emphasized the significance of customer experience.