Important Update: OptiBlend Rate Change Effective 02/15/23
We’re having a rate deduction on 2/15. Please see the FIA rate lock procedures and the different rate lock windows for Cash with App, Transfers from Non-Insurance Accounts to Annuities and 1035X/Transfers. (*California has different rates)
Reminder that we accept premium amounts up to $2 million, anything above can be considered on an exception.
$100K+ Premium – See Attached for details
OptiBlend 5
Fixed Bucket: 4.25%
S&P 500 Trigger: 8%
BlackRock 1yr PAR: 200%
S&P 500 Cap: 9%
OptiBlend 7
Fixed Bucket: 4.25%
S&P 500 Trigger: 8%
BlackRock 1yr PAR: 200%
S&P 500 Cap: 9%
OptiBlend 10
Fixed Bucket: 3.85%
S&P 500 Trigger: 7.25%
BlackRock 1yr PAR: 200%
S&P 500 Cap: 8.25%