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Fixed Indexed Annuity Application

Fixed Indexed Annuity Application 2026

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The document is an application for a Fixed/Indexed Annuity from The Lincoln National Life Insurance Company. It includes sections for product details, contract owner information, annuitant details, beneficiary designations, replacement information, and declarations. The application requires completion of all required sections and includes a suitability questionnaire to assess the applicant's financial situation and investment objectives. Additionally, it outlines the features of the annuity, including tax implications, surrender charges, and payout options.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the downside to a fixed index annuity?

Disadvantages include complexity, as many contracts offer riders and options that often require the assistance of a qualified professional to explain. While FIAs do offer the potential for higher returns based on market performance, there is usually a cap limiting the upside.

How much does a $100,000 fixed annuity pay per month?

A $100,000 annuity can generate $580 to $859 per month, depending on your age, gender, and whether you choose single or joint lifetime income. Older buyers receive higher payments because insurers expect to pay for fewer years, and joint annuities pay less because they cover two lives.

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