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Happy Birthday Lincoln Performance Trigger!!
Exactly a year ago, on 8/22/22, Lincoln launched the S&P 500 Performance Trigger option inside of the OptiBlend FIA and the results are outstanding!! The initial OptiBlend 5 Performance Trigger Rate on 8/22/22 was 7.75%, here’s how effective that strategy was:
As of 8/22/23 close:
-S&P 500 1-yr return: 3.76%
-OptiBlend 5 Performance Trigger return: 7.75%
That’s a 7.75% return for the client when the S&P was only up 3.76% over the past year which vastly outperformed traditional Cap rate & PAR methods. Furthermore, the S&P 500 is already up 14.27% ytd, how much more do you think it will be up exactly one year from now? Currently The Lincoln OptiBlend 5 Performance Trigger rate is at 8.85%, it’s a great time right now to take advantage of this simple and effective crediting method!
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