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

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 →

Ameritas Life

Founded: 1887

Lincoln, Nebraska

Financial Strength Ratings

AM Best A
S&P A+
Assets
$20 billion
IUL Experience
3+ years
Products
4
Avg Cap Rate
9.5%

Key Strengths

Offers 4+ IUL products
Growth IUL, FLX IUL, Ethos IUL (partnership)
Instant underwriting (launched Sept 2023 with Ethos)
Visit Ameritas Life Website →

Detailed Feature Comparison

Feature Lincoln Financial (The Lincoln National Life Insurance Company) Ameritas Life
Founded 1905 1887
Headquarters Radnor, Pennsylvania Lincoln, Nebraska
Assets Under Management $321 billion in end-of-period account balances $20 billion
Years in IUL Business 20+ years 3+ years
Number of IUL Products 6 4
Typical Cap Rate Range 9.50% - 10.50% 8% - 11%
Participation Rates 105% 115%
Minimum Premium $5,000 annual $3,600 annual
Issue Ages 0-85 years 0-85 years
Underwriting Speed 2-4 weeks standard Instant to 3 weeks

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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Ameritas Life IUL Policies

Growth IUL

Cap Rate: 8% to 11%

Floor: 0%

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FLX IUL

Cap Rate: 8% to 11%

Floor: 0%

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Ethos IUL

Cap Rate: 8% to 10%

Floor: 0%

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