Strategic Growth Series
The Strategic Growth Annuity Series provides a combination of guarantees, flexible interest crediting choices and withdrawal options.
Key Features
The Strategic Growth Annuity: Features highly competitive caps/participation rates/spreads and enhancements
The Strategic Growth Plus Annuity: 13% Bonus with competitive caps/participation rates/spreads and enhancements
The Strategic Growth 7 Annuity: 7-yr surrender charge period product with competitive caps/participation rates/spreads and enhancements, plus issue age up to 85
Rate Buy Up Feature: Offered on all Strategic Growth products as an optional feature, enhances the Cap, Participation Rate and Spreads for a Buy Up Charge.
Below is our collection of product information and marketing resources to help you build your business.
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Product Literature
Below are downloadable resources that help explain the features and benefits of each product through brochures, fact sheets and rate sheets. Respective Statements of Understanding are also provided here.
Product features vary by state, including, but not limited to the Surrender Charge rates, Surrender Charge period, Bonus, Bonus Recapture and applicability of the Market Value Adjustment.
Product | Brochure | Fact Sheet | Statement of Understanding |
|---|---|---|---|
Strategic Growth | |||
Strategic Growth Plus | |||
Strategic Growth 7 |
Crediting Diversification Strategies
Use these consumer-approved pieces to provide a quick overview of how each crediting option would have performed over the years. We offer charts that represent each product with and without the Buy Up Feature.
Product | Without Buy Up Feature | With Buy Up Feature |
|---|---|---|
Strategic Growth | ||
Strategic Growth Plus | ||
Strategic Growth 7 |
Index Overviews and Performance
Explore each index below for details and performance trends.
*Not available to Iowa residents or for contracts issued in Iowa. |
Client-Approved Marketing Materials
Below are downloadable marketing materials to help demonstrate the value of the Strategic Growth Series of Annuities.
Includes Strategic Growth, Strategic Growth Plus, and Strategic Growth 7
Strategic Growth 7 First-Year Rate Ad
Learn more about the fixed account rate option in year one with this consumer-approved piece.
First Year Fixed Account Rate for Strategic Growth 7 Sales Piece
Client-approved sales piece for the Strategic Growth 7 first year fixed account rate.
What is a Fixed Index Annuity
An educational piece for clients that describes the general concept of a Fixed Index Annuity.
Brochure: Rate Buy Up Feature
Learn how the Rate Buy Up Feature can enhance the caps, spreads, and participation rates your client receives.
Booklet: A Company You Can Count On
Learn more about Security Benefit, including our Financial Strength.
Strategic Growth Series Index Options At-a-Glance
Use this consumer-approved piece to provide a quick overview and brief explanation of the various index-crediting options available inside the Strategic Growth Series.
Includes Strategic Growth
Strategic Growth: A Case for a Fixed Income Alternative
Use this consumer-approved hypothetical example to demonstrate how Strategic Growth Annuity can be an alternative to traditional fixed income allocation.
Includes Strategic Growth Plus
Ad: Strategic Growth Plus Bonus
Use this customizable, client-friendly ad to help promote our 13% Bonus on Strategic Growth Plus
Financial-Professional-Use-Only-Approved Marketing Materials
Below are downloadable marketing materials to help demonstrate the value of the Strategic Growth Series of Annuities.
Includes Strategic Growth, Strategic Growth Plus, and Strategic Growth 7
Strategic Growth Series Quick Reference Guide
Use this agent reference guide for an overview of all the features of the Strategic Growth Series of Annuities.
IMO FIA Product Offerings Comparison Guide
Use this consumer-approved piece to provide a comparison overview of the fixed index annuities available within Security Benefit.
Strategic Growth State Variations
Use this piece to get an overview of the state variations available for the Strategic Growth Series Annuities. Financial Professional Use Only.
Historical Perspective of Renewal Rates
Use this piece to review the historic renewal rates for a few crediting strategies within Strategic Growth and Strategic Growth Plus.
30 Year Stock Market Performance
Use this piece to review the historical performance of the stock market over the last 30 years.
Strategic Growth Series FIA Index Comparison Guide
Use this guide as a quick overview and comparison of the various index-crediting options available inside the Strategic Growth Series.
Client Registration
Visit SecurityBenefit.com for instructions on how to register your clients for account access.
FINANCIAL PROFESSIONAL USE ONLY
The Security Benefit Strategic Growth Series Annuities, modified single premium, deferred fixed index annuity contracts, are issued by Security Benefit Life Insurance Company (SBL). In most states, the Strategic Growth Series Annuities are issued on form 5600 (9-19). In Alaska, Connecticut, Idaho, Indiana, Maryland, Massachusetts, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington the Strategic Growth Series Annuities form is ICC19 5600 (9-19).
In Alaska, Connecticut, Idaho, Indiana, Maryland, Massachusetts, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington the Strategic Growth Series form is ICC19 5600 (9-19).
Guarantees provided by annuities are subject to the financial strength of the issuing insurance company. Annuities are not FDIC or NCUA/NCUSIF insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity.
Bonus annuities may include changes to the elements used to determine the index interest credits or changes to the interest rate that are not included in similar annuities without a bonus. These changes may include lower current interest rates, higher surrender charges, longer surrender charge periods, lower participation rates or caps, higher spreads, or other changes. The amount of charges or reduction of interest credits may exceed the amount of the bonus.
Fixed index annuities are not stock market investments and do not directly participate in any equity, bond, other security, or commodities investments. Indices do not include dividends paid on the underlying stocks and therefore do not reflect the total return of the underlying stocks. Neither an index nor any fixed index annuity is comparable to a direct investment in the equity, bond, other security, or commodities markets. Unless otherwise indicated, the index's performance does not include dividends.