Lincoln Opti blend Products Flashcards
1
Q
What is the S&P 500 Cap Rate for Optiblend 5, 7, and 10?
and the Participation Rate for all 3.
A
Lincoln OptiBlend 5 S&P 500 Cap rate is 8.9%
7 is 8.95%
10 is 8.25%
Participation % for all three is 38%
2
Q
What’s OptiBlends Withdrawal policy?
A
10% free withdrawals beginning in the first year of contract.
3
Q
Is Opitblend Products RMD friendly?
A
No
4
Q
Opti blend Different Waivers.
A
Nursing Home and Terminal Illness Waivers.
5
Q
What is Lincoln’s A.M Best Financial Strength Rating?
A
A+
6
Q
What are the different index options for Opti blend?
A
S&P 500
Fidelity AIM Dividend
BlackRock
