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Lincoln Financial Group offers LVIP and Vanguard ETFs


Lincoln Investment Advisors Corporation (LIAC), an affiliate of Lincoln Financial Group (NYSE: LNC) has introduced the Lincoln Variable Insurance Product (LVIP) Dimensional Funds and Vanguard ETF Funds, new fund-of-funds investment options available through select Lincoln variable life, annuity and defined contribution products.


Designed to achieve long-term growth, these investing strategies provide investors with access to trusted names in retirement planning while leveraging Lincoln’s expertise in risk management and asset allocation.

"The introduction of these Funds underscores Lincoln’s commitment to providing innovative insurance and retirement solutions that meet the evolving needs of investors," says Mark Konen (pictured), president, Insurance and Retirement Solutions for Lincoln Financial Group. "Together with Vanguard and Dimensional, we have developed solutions that can help people grow their investments for the long-term."

With input from Dimensional Fund Advisors about Dimensional’s family of funds, the LVIP Dimensional Funds offer exposure to the Dimensional Institutional Funds used by advisors, and were developed to achieve long-term capital appreciation and provide access to a risk-managed asset allocation strategy. Through a fund-of-funds structure, LVIP Dimensional Equity Funds provide a broad, cost-effective exposure to the market. By spreading the investment gradually across the entire market, the funds can hold stocks for maximum efficiency and minimize counterproductive trading. The new fund options include the LVIP Dimensional US Equity Fund, LVIP Dimensional non-US Equity Fund and the LVIP Dimensional/Vanguard Total Bond Fund.

The LVIP Vanguard ETF Funds provide exposure to domestic and international exchange-traded funds (ETFs) and Vanguard’s at-cost indexing expertise. The Funds are designed to help investors track indices and gain equity and fixed income exposure through a diversified approach. The three new strategies available are the LVIP Vanguard Domestic Equity ETF Fund and LVIP Vanguard International Equity ETF Fund – both designed to achieve long-term capital appreciation – and the LVIP Dimensional/Vanguard Total Bond Fund, designed with a total return consistent with preservation of capital.

"We are confident that the distribution of Lincoln’s LVIP Dimensional Funds and LVIP Vanguard ETF Funds will resonate well among the RIA channel," says David Weiss, CFA, Vice President, Lincoln Investment Advisors and Portfolio Manager. "The funds’ broadly diversified asset class-specific fund-of-funds offering – US Equity, International Equity and Total Bond – is unique to the market and allows RIAs to effectively and efficiently gain exposure to these particular asset classes within their allocation models."

The fund-of-funds investment approach offers unique advantages including a simplified process to help investors achieve a diversified portfolio; exposure to a wide variety of asset classes, regions and investments styles; and ongoing monitoring and rebalancing to ensure that each Fund is positioned to take advantage of current market conditions. Lincoln Financial Group is leveraging its relationships with Vanguard, Dimensional and LAIC to establish, monitor and re-allocate the underlying fund and ETF allocations within each Fund. Asset allocations will be rebalanced on a quarterly basis and adjusted annually or as needed in response to market changes.

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