Fixed Indexed Annuity

OptiBlend

Lincoln Financial

9%

Best Cap

10%

Free W/D

52

States

Free Withdrawal

10%/yr

Available In

52 states

Min Premium

$10,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Capital Group Dividend Value ETFAnnual--45%--
Nasdaq Priva IndexAnnual--105%--
S&P 500 Daily Risk Control 10% USD Excess Return Index5Y--170%--
S&P 500 Daily Risk Control 10% USD Excess Return Index7Y--150%--
S&P 500 Daily Risk Control 10% USD Excess Return IndexAnnual--100%--
S&P 500 Index5Y--70%--
S&P 500 Index7Y--70%--
S&P 500 IndexAnnual9%100%--
Fixed AccountDaily----3.4%

Surrender Schedule

Yr 1

9.25%

Yr 2

9%

Yr 3

8%

Yr 4

7%

Yr 5

6%

Yr 6

5%

Yr 7

4%

Yr 8

3%

Yr 9

2%

Yr 10

1%

After

0%

Nursing home waiver, Terminal illness waiver

Carrier Ratings

A.M. BestA
FitchA+
Moody'sA2
Standard & Poor'sA+

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