Clients can now choose the Lincoln OptiBlend FIA to help them grow their retirement savings!
This new annuity offers four choices for accumulation potential: a fixed account and three indexed accounts – all with one-year indexed terms. The indexed accounts include:
- The Volatility Controlled Point-to-Point Indexed Account (with spread)
- The Performance Triggered Indexed Account
- The 1-Year Point-to-Point indexed account (with a cap)
There is a Market Value provision during the surrender charge period. Lincoln fixed indexed annuities offer a generous withdrawal feature and a guaranteed minimum value at death, annuitization and full contract surrenders. For income needs, clients have several choices including Licoln’s optional GLWB rider.
Important Resources for Selling Lincoln OptiBlend FIA:
Product Reference Guide for Advisors
Product Reference Guide for Clients
Lincoln OptiBlend 7 Facts-at-a-Glance
