Lincoln WealthAccumulate® IUL (2019)

One solution that evolves as your client’s life changes


If your clients want to accumulate more for the future or need a supplemental source of retirement income with the protection a life insurance policy offers, adding Lincoln WealthAccumulate Indexed UL to their portfolios can potentially make a big difference over the long-term.


See the difference

  • Run an illustration to see highly competitive account values, distributions and targets.
  • Present your clients a choice of indexed accounts to balance benefit potential and cost.
  • Offer the flexibility to make changes throughout their lives.
  • Provide a return of premium option for an added layer of protection.*
  • Use our post-issue policy support to help you and your clients ensure policies remain aligned to their goals.

*Subject to availability and certain guidelines.

IUL James video

Hear highlights of our new accumulation IUL.

Start the conversation

LIF-SRP-FLI003

Strengthen your client’s retirement portfolio

Plan for more growth potential, downside protection, and access to cash value.

LIF-PF-FLI001

Leverage assets to protect and create wealth

A strategy for commercial premium financing

More client aproved material

Advisor support material


Why Lincoln IUL

  • Significant growth opportunities with choices to help increase wealth over time
  • Access to cash value to accomplish life’s goals
  • Downside protection to help shield clients from market losses
  • Financial security to help clients protect what matters most in their lives

Get to know the Lincoln difference

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A broad portfolio with protection and accumulation products to meet your clients’ needs

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Dedicated specialists to help find, design and close business in growth Specialty Markets, including business insurance, premium finance, and planning for foreign nationals

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Industry-leading underwriting with consideration up to 20x income for key person coverage, lab-free opportunities, no EKG, and more

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Post-issue policy management featuring three tools to help make policy management easier

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Financial strength   For more than 100 years, we’ve remained committed to helping Americans plan for retirement, prepare for the unexpected, and protect their wealth from taxes, long-term health costs, longevity, inflation, and market risk. We have continued to keep our promises through challenging financial times, including the Great Depression and the Financial Crisis of 2008. Today, more than 17 million Americans rely on us for the knowledge, experience and solutions to help them meet their goals.

Do you have a CASE THAT FITS THIS PRODUCT?

Fill out the form below for an illustration directly from Lincoln Financial Group or follow your normal process for requesting an illustration.