OptiBlend FIA Rate Change 10/15!

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“New” Lincoln OptiBlend FIA rates are effective 10/15. 

Please see attached rate sheet for specifics on all our crediting strategies.

Lincoln’s 1 YR S&P 500 10% DRC Trigger

  • Currently at 9.75%, moving to a 9.25% trigger rate on all durations for $100k premium or more. Lock in rates while you still can!
  • 76% Success Rate since inception (click here for specifics and client flyer: 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.)

To “lock-in” current rates before the rate change, the electronic application submit date or the paper application signed date must be prior to the effective date of the rate change, received in Annuity New Business within 10 calendar days from the submit date(or signed date) by 4pm ET on the last day and funded within the rate hold based on t

the source of funds.

VIEW RATE SHEET