Lincoln OptiBlend FIA

Here’s the current OptiBlend FIA rates on our Fixed Bucket, S&P Dual Trigger, S&P 500 Performance Trigger, S&P 500 DRC Trigger, S&P PAR, S&P Cap, and I’ve included the National and CA rates for your records. 

Fixed Index Annuities rates 03/18/2024:

*$100K+ Premium: 

OptiBlend 5

• Fixed Bucket: 4.5%
• S&P Dual Trigger: 7.5%
• S&P Performance Trigger: 8.75%
• S&P 500 DRC Trigger: 10.5%
• S&P 500 Cap: 9.5%
• S&P 500 PAR: 62%

OptiBlend 7

• Fixed Bucket: 4.6%
• S&P Dual Trigger: 7.75%
• S&P Performance Trigger: 9%
• S&P 500 DRC Trigger: 10.75%
• S&P 500 Cap: 9.75%
• S&P 500 PAR: 65%

OptiBlend 10

• Fixed Bucket: 4.5%
• S&P 500 Dual Trigger: 7.5%
• S&P 500 Performance Trigger: 9%
• S&P 500 DRC Trigger: 10.5%
• S&P 500 Cap: 9.5%
• S&P 500 PAR: 62%

*Please see attached for details and for California FIA rates please see page 2 of the rate sheet!

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