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.