A VA Rider Designed for Inheritances

September 25, 2019 by Kerry Pechter

A new variable annuity rider from Lincoln Financial, called Wealth Pass, allows non-spouse beneficiaries of variable annuities or retirement accounts to stretch the receipt of their inheritance over their own remaining years of life expectancy, with the added assurance that, if they live that long, no less the nominal value of the original inheritance would be paid out.

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Originally Posted at Retirement Income Journal on September 19, 2019 by Kerry Pechter.