State Farm vs Lincoln Financial (The Lincoln National Life Insurance Company)

Comprehensive side-by-side comparison of indexed universal life insurance companies

Updated 2025
Independent Analysis
Professional Ratings

State Farm

Founded: 1922

Bloomington, Illinois

Financial Strength Ratings

AM Best A++
S&P AA
Moody's Aa1
Assets
$200 billion+
IUL Experience
0+ years
Products
0
Avg Cap Rate
N/A

Key Strengths

Does NOT offer IUL
Offers universal life with 3% minimum interest
Visit State Farm Website →

Lincoln Financial (The Lincoln National Life Insurance Company)

Founded: 1905

Radnor, Pennsylvania

Financial Strength Ratings

AM Best A+
Assets
$321 billion in end-of-period account balances
IUL Experience
20+ years
Products
6
Avg Cap Rate
10.00%

Key Strengths

NEW Elite Indexed Universal Life Portfolio (2025)
New Multiplier Riders for enhanced performance
Dual IUL designs for different optimization approaches
120-year-old company
Serves 17 million customers
Visit Lincoln Financial (The Lincoln National Life Insurance Company) Website →

Detailed Feature Comparison

Feature State Farm Lincoln Financial (The Lincoln National Life Insurance Company)
Founded 1922 1905
Headquarters Bloomington, Illinois Radnor, Pennsylvania
Assets Under Management $200 billion+ $321 billion in end-of-period account balances
Years in IUL Business 0+ years 20+ years
Number of IUL Products 0 6
Typical Cap Rate Range N/A - N/A 9.50% - 10.50%
Participation Rates N/A 105%
Minimum Premium N/A $5,000 annual
Issue Ages N/A 0-85 years
Underwriting Speed N/A 2-4 weeks standard

Lincoln Financial (The Lincoln National Life Insurance Company) IUL Policies

Lincoln WealthBuilder IUL

Cap Rate: 9.50% to 10.50%

Floor: 0%

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WealthAccumulator 2 IUL

Cap Rate: 10.50%

Floor: 0%

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WealthPreserve 2 IUL

Cap Rate: 10.50%

Floor: 0%

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