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.