NEW for the Lincoln OptiBlend Product Suite: 1 Year S&P 500 Participation Option for

04-12-2019

Available April 15, 2019, Lincoln is pleased to add the following product enhancement to the Lincoln OptiBlend product suite:  

1 Year S&P 500 Participation option  In addition to the current interest accounts available with Lincoln OptiBlend products, clients will be able to allocate their money to the 1 Year S&P 500 Participation.

This account works as follows: After a one-year term, the beginning and ending values of the S&P 500® Index are calculated for a percentage change. If the change is positive, your account is credited the percentage change multiplied by the participation rate/percentage. If the result is zero or negative, your account is protected from loss but no interest will be credited. Gains from any previous periods will remain intact.

Transition guidelines:
• Effective for contracts issued on April 15, 2019, and after, Lincoln OptiBlend® fixed indexed annuity contracts will include the 1 Year S&P 500 Participation option.
• Marketing materials, illustrations and reference materials will be available as of April 15, 2019.
• Forms and electronic order entry systems will reflect the new indexed account option as of April 15, 2019.

Please contact The BUA Annuity Team for more information!  1-800-792-6795