Annuity of the Month: Lincoln OptiBlend 7
The Lincoln OptiBlend 7 is a flexible premium fixed indexed annuity with a 7-year surrender charge period. This 7-year FIA provides advantages such as tax deferral, long-term growth , and a death benefit payout with the added benefit of enhanced growth with no risk of loss of premium due to market fluctuations.
Minimum Premium: $10,000 Premium Type: Flexible for Life of the Product
Max Issue Age: 85
Annual Contract Fee: N/A
Free Withdrawal Amount: 10% starting in year 1
1-Year S&P 500 Annual Point-to-Point Cap: 10.75%
1-Year S&P 500 Performance Trigger: 9.30%
1-Year Fixed Account: 5.10%
Not Available in CA, NY or VI
Do you have clients looking for a higher return than their local bank CD? Time to get their money off the sidelines. Give us a call today! 973-435-3784
To see an annuity illustration, e-mail the following details to annuityteam@madisonbrokerage.com:
Client name:
DOB:
Premium:
State:
Qualified/NQ:
Get Started Today!
