Attachments: Optiblend
Rate Sheet with CA_12-15-2025.pdf
Good afternoon,
Lincoln OptiBlend FIA rates will decrease on 12/15—act now to secure today’s rates. Please see the attached rate sheet for specifics on all our crediting strategies or Click Here for OptiBlend Rates.
- To “lock in” current rates before the rate change:
- E-APP: Submit before 12/15
- Paper App: Sign paper application before 12/15 &
ensure Annuity New Business receives it within 10 calendar days by
4 PM ET
- Fund
within the rate hold period based on source of funds.
- Please see [FIA
Rate Lock Procedures] for
specifics.
*Sign up for automatic rate updates on the new Lincoln FIA website: www.lincolnfinancial.com/FIA*
Big News:
- *New Strategy Alert*: 1 Year Capital Group
Dividend Value ETF Participation as high as 55.00%
- Launch Call On Dec. 11th at 4pm ET.
Register Now: Lincoln and Capital Group
- *CA
Update*: 1
Year Nasdaq Priva Participation & Multi-Year PAR Accounts go live in
California 12/15!
OptiBlend® offers 3 strategies to lock in today’s rates — for up to 7 years (rates referenced assume OptiBlend 7 High-Band Rates):
|
Strategy |
Current Rate |
New Rate (12/15) |
|
S&P Cap Lock – Act Now! |
8.00% |
7.75% |
|
S&P 500 10% DRC Trigger Lock |
8.25% |
8.25% |
|
Multi-Year S&P 500 Participation |
80.00% |
80.00 |
Questions? Contact us today
to ensure your cases are locked in before the deadline.
Check out our MGA Digital Resource Guide.
|
|
Michael Henderson Sales Vice President Annuity Solutions 336.707.8129 Mobile |
Marc Melisko Internal Marketing Consultant Annuity Solutions 484.583.2702 Office |
Follow us on:
|
Check out our MGA Digital Resource Guide.
Important Direct Service Numbers
- Customer Service team: (877) 533-0265
- Licensing: (844)
275-4677, option 1
- Compensation: (844)
275-4677, option 2
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