Business
Lincoln Financial Introduces First Capital Group ETF Strategy for Fixed Indexed Annuities
RADNOR, Pa., December 15, 2025--Lincoln Financial (NYSE: LNC) today introduced the first Capital Group ETF indexed account option for fixed indexed annuities (FIA) with the launch of the 1 Year Capital Group Dividend Value (CGDV) ETF Participation account. Lincoln OptiBlend® is the only FIA in the market to offer an account that tracks the performance of CGDV, giving investors access to active management and diversified equity exposure combined with 100% downside protection.
About this update from Lincoln National Corporation
[{"type":"text","content":"New Capital Group Dividend Value ETF benchmark, only available with Lincoln OptiBlend® fixed indexed annuities","length":110,"tagName":"p","attribs":{}},{"type":"text","content":"RADNOR, Pa., December 15, 2025--(BUSINESS WIRE)--Lincoln Financial (NYSE: LNC) today introduced the first Capital Group ETF indexed account option for fixed indexed annuities (FIA) with the launch of the 1 Year Capital Group Dividend Value (CGDV) ETF Participation account. Lincoln OptiBlend® is the only FIA in the market to offer an account that tracks the performance of CGDV, giving investors access to active management and diversified equity exposure combined with 100% downside protection.","length":496,"tagName":"p"},{"type":"text","content":"With an experienced management team, CGDV seeks to deliver consistent returns by focusing on larger established U.S. companies that pay dividends or have the potential to pay dividends. With a current Medalist Gold rating from Morningstar1, CGDV has outpaced the performance of the S&P 500 and 99% of other ETFs in the Large Value category since inception2. CGDV is the largest Capital Group active ETF with over $19 billion in assets under management (AUM)3.","length":463,"tagName":"p"},{"type":"text","content":""Investors today want solutions that combine growth potential with protection, and this new participation account helps meet those needs," said Stephen Turer, president of Annuity Solutions at Lincoln Financial. "By pairing Capital Group’s active management expertise with a Lincoln FIA, investors have the unique opportunity to seek outperformance while maintaining 100% downside protection – helping them feel confident about their financial future. We’re excited to bring a Capital Group ETF indexed account to Lincoln FIAs and build upon the success of our decades-long partnership in our variable annuity and RILA products."","length":649,"tagName":"p"},{"type":"text","content":"Capital Group, home of American Funds, is the fastest organically grown suite of active ETFs in the market4 and was named etf.com 2025 ETF Issuer of the Year5. With $3 trillion in AUM6, Capital Group is one of the most trusted asset manager brands among financial professionals7.","length":279,"tagName":"p"},{"type":"text","content":""Lincoln and Capital Group have fostered a strong and collaborative partner...