Select Benefit Annuity

The Security Benefit Select Benefit Annuity is a single premium, fixed index annuity with seven available interest crediting options and the choice of two optional riders that include a premium bonus – the Accelerated Income Rider and the Legacy Preservation Rider.

 

Client Materials

 

The following materials are available to help you in explaining the benefits of Select Benefit Annuity with your clients.

Those on the left are to be used for the majority of states, while those on the right have been developed for states that have product variations, like a reduced bonus or different Surrender Charge schedule.

Select Benefit Annuity is currently not approved in: HI, IA, NY, VA, VT

National

 

Select States

Base Product Brochure (PDF)
Overview of product information.

 

Base Product Brochure (PDF)
Overview of product information.

Accelerated Income Rider Brochure (PDF)
Details Income Benefit Base, Roll-up, Roll-up Term, Account Value, Accelerated Income, Lifetime Withdrawal Rate, Annual Income and Home Healthcare Doubler.

 

Accelerated Income Rider Brochure (PDF)
Details Income Benefit Base, Roll-up, Roll-up Term, Account Value, Accelerated Income, Lifetime Withdrawal Rate, Annual Income and Home Healthcare Doubler.

Legacy Preservation Rider Brochure (PDF)
Highlights features and benefits, including benefit base, cap, roll-up and step-up.

 

Legacy Preservation Rider Brochure (PDF)
Highlights features and benefits, including benefit base, cap, roll-up and step-up.

 

National States – all states, other than below

Select States – AK, CA, IN, MN, MO, NH, NJ, NV, OH, OK, OR, PA, SC, TX, UT, WA

 

Videos

Accelerated Income Rider

Accelerated Income Rider


This brief video is consumer-approved and explains the basics of how the Accelerated Income Rider provides a higher amount of income in the first 10 years while still providing a reduced amount of income your client can never outlive. (2:19 minutes)

Legacy Preservation Rider

Legacy Preservation Rider


This consumer-approved video quickly explains how your client can leave an enhanced legacy for others through the Legacy Preservation Rider. (2:11 minutes) 

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

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) 

 

Consumer-approved sales pieces:

 

Allocation Examples

Use this link to access the online tool to create and download the Accumulation, Income or Death Benefit backcasted returns of allocation examples for consumers.

 

Accelerated Income Case Study (PDF)

Use this consumer-approved piece to provide a quick look at the accelerated income potential with the Select Benefit Annuity Accelerated Income rider.

 

Legacy Preservation Case Study - Dollar for Dollar (PDF)

Use this consumer-approved piece to provide a quick look at the benefits of the dollar for dollar reductions with the Select Benefit Annuity Legacy Preservation Rider.

 

Legacy Preservation Case Study - RMD (PDF)

Use this consumer-approved piece to provide a quick look at the benefits of the dollar for dollar RMD reductions with the Select Benefit Annuity Legacy Preservation.

 

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.

Statement of Understanding (PDF)


"A Company You Can Trust" (PDF)
Learn more about Security Benefit.

 

SecurityBenefit.com Client Registration Process

 

These are instructions (PDF) you can provide to your client on how they can register with SecurityBenenfit.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.