Strategic Growth Annuity

The Security Benefit Strategic Growth Annuity is a modified single premium, deferred fixed index annuity with nine available interest crediting options designed to help consumers accumulate retirement savings without risk.

 

Client Materials

 

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

Strategic Growth Annuity Plus is currently not approved for sale in: AZ, CA, DE, HI, IL, MD,  MS, NC, WY

This product will not be sold in New York.

  • Fact Sheet (PDF)
    Consumer-approved product information and details. 

 

Videos:

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

low_vol

S&P 500® Annual Point to Point Index

Foundations Video Annual Point To Point

UBS Market Pioneers Index

ubs

 

 

 

Consumer-approved sales pieces:

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.

Strategic Growth 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 Strategic Growth Annuity.

 

For use in all approved states:

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

 

  • 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 Count On (PDF)
    Learn more about Security Benefit.

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    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.

  • The Security Benefit Strategic Growth Annuity, a modified single premium, deferred fixed index annuity contract issued by Security Benefit Life Insurance Company (SBL). In most states, the Strategic Growth Annuity is issued on form 5600 (9-19). In Alaska, Connecticut, Indiana, Massachusetts, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington the Strategic Growth Annuity is form ICC19 5600 (9-19).