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LINCOLN SMART SECURITY ADVANTAGE

Across
WITHDRAWAL ON THE LIFETIME RIDER PRIOR TO THIS AGE REVERTS THE RIDER TO THE NONLIFETIME VERSION
CAN BE DONE 5 YEARS AFTER RIDER EFFECTIVE DATE, OR 5TH ANNIVERSARY OF THE LAST OWNER ELECTED STEP UP
AFTER A SET NUMBER OF YEARS, IF THE TOTAL WITHDRAWALS ARE LESS THAN 10% OF THE GA, THIS CAN BE WAIVED
VERSION OF THE RIDER THAT ALLOWS 5% WITHDRAWALS FOR 20 YEARS
OCCURS IF THE CLIENT ELECTS A STEP UP AND THEIR FEE IS BELOW THE CURRENT FEE AMOUNT
USED TO STEP UP THE INCOME BASE AND GUARANTEED AMOUNT
IF THE FEE INCREASES AND THE CLIENT DOES NOT WANT IT TO, THEY CAN OPT OUT DURING THIS TIMEFRAME (IN WRITING)
AUTOMATIC STEPUPS OCCUR FOR THIS LONG ON BOTH OF THE 1 YEAR VERSIONS OF THE RIDER
Down
ALWAYS USE THIS CALCULATOR WHEN DETERMINING THE IMPACT OF A WITHDRAWAL
THE AMOUNT THAT CAN BRIDGE TO I4L
FOR BOTH 1 YEAR VERSIONS, STEPUPS CAN OCCUR THROUGH THIS AGE
THIS MUST BE GREATER THAN THE INCOME BASE/GUARANTEED AMOUNT IN ORDER FOR A STEPUP TO OCCUR
VERSION OF RIDER THAT ALLOWS 7% WITHDRAWALS FOR 14.2 YEARS
VERSION OF THE RIDER THAT ALLOWS 5% FOR LIFE
MAW IS EQUAL TO THE GREATER OF THE PERCENTAGE OF THE GUARANTEED AMOUNT OR THIS
HOW MANY TIMES CAN THE CLIENT GO BACK TO THE LIFETIME VERSION AFTER THEY HAVE BEEN REVERTED TO THE NONLIFETIME VERSION?