Lincoln’s 8.00% Guaranteed Trigger Rate and OptiBlend FIA Rate Increases!

You asked and we delivered!  Introducing Lincoln’s guaranteed Trigger Rate: 1 Year S&P 500 10% Daily Risk Control Trigger Lock!  Let’s schedule a time to review Lincoln’s industry leading guaranteed Trigger Lock strategy!

On November 18, 2024, we’re enhancing the account options for new Lincoln OptiBlend contracts with the following updates (please see attached announcement flyer for specifics):

• Adding NEW indexed accounts with a multi-year rate guarantee:
  • 1 Year S&P 500 10% Daily Risk Control Trigger 5 Year Lock account to new Lincoln OptiBlend 5 and 10 contracts
  • 1 Year S&P 500 10% Daily Risk Control Trigger 7 Year Lock account to new Lincoln OptiBlend 7 contracts

Lincoln OptiBlend FIA Rate Increase effective 11/18 (Click here for rates)

• • I’d like to highlight the OptiBlend 10 for premiums of $100k or more
    • *New* 1 Yr S&P 500 10% DRC 5 Year Trigger Lock = 8.00%
    • Fixed Account increasing to 4.15%
    • 1 Yr S&P 500 DRC Trigger = 9.25% trigger rate on all durations for $100k premium or more
      • 76% Success Rate since inception (S&P 500 Daily Risk Control 10% Index (Excess Return) Flyer) – Index just has to be flat or positive to earn the FULL RATE!
      • Here is a link to the Index Performance site: DRC 10 Index Site (remember above the graph change to Excess Return from Total.)