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Through Lincoln Investment, Legend Group Financial Professionals offer a wide range of products and services to meet your investment planning needs. They can work with you to assess your investment objectives, time horizon and tolerance for risk. Your Financial Professional can then help you set attainable goals, and develop and maintain a comprehensive investment program designed to help you reach them.

Speak with a Legend Group Financial Professional to find out which investment options align with your goals.

With a Legend Group Financial Professional, you have access to a variety of investment vehicles, including:

Fixed Annuities

An annuity is a contract between you and an insurance company, under which the insurer agrees to make periodic payments to you, beginning either immediately or at some future date. With a fixed annuity, the insurer agrees to pay a fixed interest rate over a specified period of time.

Variable Annuities

An annuity is a contract between you and an insurance company, under which the insurer agrees to make periodic payments to you, beginning immediately or at some future date. With a variable annuity, the interest payout can fluctuate with performance of the annuity’s underlying subaccount investments.


Equities, or stocks, are sold as shares that represent partial ownership of the issuing company. If the company does well and the price of its stock goes up, the shareholders’ investment will increase in value. Consequently, if the price declines, shareholders will lose money.

Mutual Funds

Mutual Funds are offered by companies that make investments on behalf of investors that want to pool their assets in order to invest in stocks, bonds and money market instruments issued by a variety of companies, institutions and/or governmental agencies. See the link below for a current list


Bonds represent a loan or debt owed to the investor and typically pay a fixed rate of interest for a set period of time. This income may help offset stock market volatility or provide a means to meet current expenses. Bond values fluctuate with changes in interest rates.

Money Market Instruments

Money market instruments pay a fixed or variable rate of income for a short duration and return the principal to the investor when the time period has passed. They may include treasury bills, CDs of large banks and commercial paper, as well as short-term IOUs of large U.S. corporations.

View List of Mutual Funds

In reference to general account obligations and guarantees, such as is present with fixed annuities, the ability for the insurance company to meet these obligations to policyholders are subject to sufficient capital, liquidity, cash flow and other resources of the insurance company. A variable annuity is an insurance contract which offers three basic features: (1) annuity payout options that can provide guaranteed income for life; (2) a death benefit; and (3) tax-deferred treatment of earnings. The value of the separate account of variable annuities is not guaranteed and will fluctuate in response to market changes and other factors. Variable annuities are designed to be long-term investments and early withdrawals may be subject to tax penalties and charges. Actual investment return and principal value of variable annuities and mutual fund investments will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. The U.S. Securities and Exchange Commission has suggested to investors (Investor Tips: Variable Annuities) that since a tax-qualified retirement plan (e.g., 403(b) plan) already has tax-deferral advantages, for most investors it would be advantageous to make the maximum allowable contribution to a tax-qualified retirement plan before investing in a variable annuity. Variable annuities differ from mutual funds in that they provide lifetime income payments and death benefit protection. A plan of regular investing does not assure a profit or protect against loss in a declining market. You should consider your financial ability to continue your purchase throughout periods of fluctuating price levels. Please obtain a prospectus for complete information including charges and expenses. Read it carefully before you invest or send money. None of the information in this document should be considered as tax advice. You should consult your tax advisor for information concerning your individual situation. There are inherent risks in investing in securities. You should consider the investment objectives, risks, charges and expenses before you invest or send money. Volatility including fluctuating prices and the uncertainty of rates of return inherent in investing in stocks and bonds over extended periods of time will affect the actual return received. In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities). Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Lower-quality fixed income securities involve greater risk of default or price changes due to potential changes in the credit quality of the issuer. Any fixed-income security sold or redeemed prior to maturity may be subject to loss. An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

Interested in finding out more?

It's easy! Contact a Legend Group Financial Professional today.

Interested in finding out more? It's easy! Contact a Legend Group Financial Professional today.
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