Lincoln Financial (The Lincoln National Life Insurance Company) vs National Life Group

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

Updated 2025
Independent Analysis
Professional Ratings

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 →

National Life Group

Founded: 1848

Montpelier, Vermont

Financial Strength Ratings

AM Best A+
S&P A+
Moody's A1
Assets
$45 billion
IUL Experience
20+ years
Products
3
Avg Cap Rate
Competitive market rates

Key Strengths

Market leader with 17.4% market share
Lifetime Income Benefit Rider with 10-year waiting period
Industry-leading chronic illness rider
175+ years operating history
Mutual structure aligns with policyholder interests
Visit National Life Group Website →

Detailed Feature Comparison

Feature Lincoln Financial (The Lincoln National Life Insurance Company) National Life Group
Founded 1905 1848
Headquarters Radnor, Pennsylvania Montpelier, Vermont
Assets Under Management $321 billion in end-of-period account balances $45 billion
Years in IUL Business 20+ years 20+ years
Number of IUL Products 6 3
Typical Cap Rate Range 9.50% - 10.50% Not publicly disclosed - Not publicly disclosed
Participation Rates 105% Competitive market rates
Minimum Premium $5,000 annual $50,000 (FlexLife)
Issue Ages 0-85 years 0-85 years
Underwriting Speed 2-4 weeks standard 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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National Life Group IUL Policies

FlexLife IUL

Cap Rate: Not publicly disclosed

Floor: 0%

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PeakLife IUL

Cap Rate: Competitive

Floor: 0%

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SummitLife IUL

Cap Rate: Competitive

Floor: 0%

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National Life Group

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