Lincoln Financial and Morningstar Team on Annuity Mapping

Lincoln Investor Advantage Visualizer demonstrates the long-term impact of incorporating annuities as part of a comprehensive retirement plan. 

Lincoln Financial Distributors (LFD), the wholesale distribution subsidiary of Lincoln Financial Group, announced enhancements to its Lincoln Investor AdvantageVisualizer, a mapping tool designed to help advisers illustrate the potential benefits of incorporating annuities as part of a client’s comprehensive retirement plan. 

Powered by investment research firm Morningstar, the interactive and online income-planning tool now includes a Tax Deferral Illustrator (TDI) designed to demonstrate the long-term impact of investing in a tax-deferred account versus a taxable account.  

John Kennedy, head of Retirement Solutions Distribution, Lincoln Financial Distributors, says the latest enhancements will help advisers address the impact taxes have on retirement planning and the need for income in retirement, “enabling them to tell a more dynamic, compelling story” about annuities.

Through a collaboration with Morningstar, the enhanced Lincoln Investor Advantage Visualizer is “fully integrated with i4LIFE, Lincoln’s patented living-benefit rider.”  The tool allows advisers to help clients “visualize their potential retirement income with Lincoln Financial Group, giving advisers the ability to quickly illustrate and explain the various options available that can better help clients meet their financial goals.”

For more information about i4LIFE Advantage and the Lincoln Investor Advantage Visualizer, visit