We review the index additions to the US annuity and life markets reported by SRP in the second half of 2025.
Lincoln Financial added a one-year participation account linked to the Nasdaq Priva Index (NDXPRIVA) to its Lincoln OptiBlend fixed indexed annuity (FIA) on an exclusive basis. Incepted on 1 August, the daily rebalanced index comprises 21 tranches, each resetting according to a tranche reset schedule, with the return of each capped at four percent between successive tranche reset dates. This excess return index derives from the Nasdaq Priva Base Index, which is designed to provide an all-c