Lincoln OptiBlend FIA Rates Going Up Effective 07/10/23
We’re excited to announce a rate increase that’s happening on 7/10 on the S&P 500 Performance Trigger, Fixed Bucket and S&P 500 Cap!
*Please note that California has different rates
$100K+ Premium – See attached for details.
OptiBlend 5
Fixed Bucket: 4.65%
S&P 500 Trigger: 8.8%
S&P 500 Cap: 9.6%
OptiBlend 7
Fixed Bucket: 4.7%
S&P 500 Trigger: 8.85%
S&P 500 Cap: 9.6%
OptiBlend 10
Fixed Bucket: 4.4%
S&P 500 Trigger: 8.25%
S&P 500 Cap: 9%
*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
Reminder that we accept premium amounts up to $2 million, anything above can be considered on an exception.