OptiBlend FIA Rates are Going up, Effective 02/05/2024

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We have an OptiBlend FIA rate increase on our S&P 500 Trigger, S&P 500 PAR and Fixed Bucket happening on 2/5/24 and I’ve included the National and CA rates for your records. 

Fixed Index Annuities
*$100K+ Premium

OptiBlend 10

  • Fixed Bucket: 4.5%
  • S&P 500 Trigger: 9.00%
  • S&P 500 PAR: 62%

OptiBlend 7

  • Fixed Bucket: 4.6%
  • S&P 500 Trigger: 9%
  • S&P 500 PAR: 65%

OptiBlend 5

  • Fixed Bucket: 4.5%
  • S&P 500 Trigger: 8.75%
  • S&P 500 PAR: 62% 

Reminder that we accept premium amounts up to $2 million, anything above can be considered on an exception basis. 

New Rates