Let’s Simplify the Conversation and the Review!

We’ve all heard people saying, “keep it simple” and at Lincoln we have a “Simple FIA Story” that creates a simple conversation for the agent and the client as well as produce a simplified annual review process would you be interested?

 There are 3 things the market can do each year it can be up, flat or be down! What if we could credit 9.75% as long as the underlying index is flat or up next year,    interested? .

*OptiBlend 5 1 Year S&P 500 10% Daily Risk Control Trigger at 9.75% ($100K+ Premium example)

Lincoln OptiBlend Index Annuity 9/18 rates!

Please see attached for details. 

Reminder that we accept premium amounts up to $2 million, anything above can be considered on an exception basis. California has different rates please see page 2 of the rate sheet.

Please see “NEW” FIA rate lock procedures click here