Select Benefit Annuity

At the current time, the Select Benefit Annuity is temporarily suspended from new sales. 

 

Videos

S&P 500® Low Volatility Daily Risk Control 5% Index

S&P 500® Low Volatility Daily Risk Control 5% Index Account


Find out how interest is credited using this uncapped strategy designed to manage market volatility. (4:22 minutes) 

UBS Market Pioneers Index

UBS Market Pioneers Index


This UBS-produced video explains the concept and methodology of the UBS Market Pioneers Index. To view the video, you will be redirected to the UBSMarketPioneers.com site. (5:52 minutes) 

S&P 500® Annual Point to Point Index

Foundations Video Annual Point To Point

This video outlines how we credit Account Value based on the percentage change in the Index from one contract anniversary to the next. (2:53 minutes) 

              S&P 500® Monthly Sum Index

Foundations Monthly Sum


Find out how interest is calculated based on the sum of the capped monthly changes in the S&P 500® Index value from the previous year. (3:04 minutes)

 

Consumer-approved sales pieces:

 

Home Healthcare Doubler (PDF)

Use this consumer-approved piece to provide a quick overview of how the Home Healthcare Doubler works.

 

Index Crediting Diversification (PDF)

Use this consumer-approved piece to provide a quick overview of how each crediting option would have performed over the years. 

 

Retirement Spending Habits (PDF)

Use this consumer-approved piece to provide a quick look at how people change spending throughout retirement.

 

SBA Index Options At a Glance (PDF)

Use this consumer-approved piece to provide a quick overview and brief explanation of the various interest-crediting options available inside the Select Benefit Annuity.

 

For use in all approved states:

 

UBS Market Pioneers Index – A Quick Look Brochure (PDF)
Provides a high-level overview of the UBS Market Pioneers Index.

S&P Low Volatility Daily Risk Control 5% Index Brochure (PDF)
Provides a high-level overview of the S&P Low Volatility Daily Risk Control 5% Index.

What Is A Fixed Index Annuity? (PDF)

An educational piece for clients that describes the general concept of a Fixed Index Annuity.

30 Year Stock Market Performance (PDF)
This chart depicts the how the stock market performance and its volatility have affected a typical 60 year old investor over the past 30 years.

A Company You Can Count On (PDF)
Learn more about Security Benefit.

A Company You Can Count On - 1 page (PDF)
Learn more about Security Benefit, including our Solvency Ratio.

 

SecurityBenefit.com Client Registration Process

 

These are instructions you can provide to your client on how they can register with SecurityBenefit.com to access their account information online. These instructions can also be found on the SecurityBenefit.com website.

 

The Security Benefit Select Benefit Annuity, form 5900 (11-16) and ICC16 5900 (11-16), a fixed index single premium deferred annuity contract, the Accelerated Income Rider, form 5920 (11-16) and ICC16 5920 (11-16), and the Legacy Preservation Rider, form 5921 (11-16) and ICC16 5921 (11-16), optional riders for which a charge applies, are issued by Security Benefit Life Insurance Company. Product features, limitations and availability may vary by state.