OptiBlend Rates Increase Effective 03/15/21

With our rates increasing lately we have gotten a ton of questions around the “basics” of Optiblend 10.  So here you go…

  • Flexible premium with a 10k minimum rates & strong renewals
  • 7% Street Comp 
  • Annual Crediting Strategies 
  • S&P DRC(SPXT5UT) has been “live” since 2009 
  • A+ rated carrier  
  • Competitive rates & strong renewals
  • Both the Fidelity and S&P DRC index include dividends in their performance  
  • It allows for full or partial Roth conversions
  • Accepts beneficiary business both NQ & Qualified 
  • Premier Partner Program…trip, deferred comp & stock options 

Remember we have a virtual bond alternative presentation that is client approved, an awesome tax presentation for agents that’s getting great reviews.