In today’s episode, Doug talks with Kevin Jones, Divisional Sales Manager at Lincoln Financial, about why fixed indexed annuities (FIAs) are gaining traction amid market volatility. With cash on the sidelines, record 401(k) balances, and the “Peak 65” retirement wave underway, Kevin highlights how FIAs offer downside protection, tax-deferred growth, and equity market exposure—making them a strong fit for today’s retirement portfolios.
Kevin also shares updates on Lincoln’s DRC 10 trigger strategy, which has delivered competitive returns and now includes a trigger lock option for added rate certainty. Looking ahead, Lincoln is expanding its FIA lineup with two new multi-year participation accounts. Beyond products, Kevin emphasizes advisor support through Lincoln’s Market Intel Exchange, a curated resource helping professionals educate and empower clients to make confident financial decisions.
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Resources: Lincoln Financial
A fixed indexed annuity is intended for retirement or other long-term needs. It is intended for a person who has sufficient cash or other liquid assets for living expenses and other unexpected emergencies, such as medical expenses. A fixed indexed annuity is not a registered security or stock market investment and does not directly participate in any stock or equity investments, or index.
Lincoln fixed indexed annuities are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, 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. Contractual obligations are subject to the claims-paying ability of The Lincoln National Life Insurance Company.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.
For more information, visit LincolnFinancial.com.
LCN-7912508-042925
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