Lincoln Annuity – FIA Rate Increase

FIA Rates Increase – Effective Oct. 23, 2023

Click Here to download their new rate sheet.

New S&P 500 Cap RateCurrent S&P 500 Cap RateNew Fixed RateCurrent Fixed Rate
Lincoln OptiBlend 5 ($100k+)11.00%10.70%5.50%5.20%
Lincoln OptiBlend 5
(Less than $100k)
9.60%9.60%4.70%4.65%
Lincoln OptiBlend 7 ($100k+)11.50%11.00%5.75%5.25%
Lincoln OptiBlend 7
(Less than $100k)
9.80%9.80%5.00%4.75%
New Business Guidelines:
The changes above apply to applications signed on or after Oct. 23, 2023.

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