OptiBlend Rate Increase Effective 03/15/21

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We are excited to announce the new OptiBlend rates that are live!  Our SPIA and DIA rates are increasing today as well.  Here are a few highlights:

  • Check out the OptiBlend Sample Illustration.  Page 4 shows a 30yr avg. return of 5.63%, page 7 shows a favorable market of 8.33% & an unfavorable market of 3.75%.
  • OptiBlend 10 (100k+): 80% PAR on the Fidelity Index, 80bps spread on S&P DRC Index & a 4% S&P cap!
  • Don’t forget we accept beneficiary business Qualified & Non-Q, plus we allow for full and partial Roth conversions.

Remember CA has specific rates for OptiBlend. 

optiblend rate sheet
sample illustration