Strategic Growth Plus Annuity

The Security Benefit Strategic Growth Plus Annuity is a modified single premium, deferred fixed index annuity with bonus, 13 available interest crediting options, and is 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 Plus Annuity with your clients.

This product will not be sold in New York.

Product Brochure (PDF)
Overview of product information.

 

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

 

Videos:

S&P 500® Factor Rotator Daily RC2 7% Index Account

S&P 500® Factor Rotator Daily RC2 7% Index Account

Morningstar Wide Moat Barclays VC Index

Morningstar Wide Moat Barclays VC Index

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

low_vol

S&P 500® Annual Point to Point Index

point_to_point

UBS Market Pioneers Index

ubs

Multi-Asset Risk Control (MARC) 5% Index Account

Multi-Asset Risk Control Index Account

 

 

Consumer-approved sales pieces:

Strategic Growth Plus Bonus: Increase to 13%: 
Use this client-approved ad to promote our increased bonus on Strategic Growth Plus for contracts issued 11/21 and after, including pending contracts.

 

Strategic Growth Series Strategy for Current Headwinds Sales Idea (PDF)
Market turbulence, inflation, and rising rates are creating a trifecta of concerns for your clients – we have ways to help ease the turbulence. Check out our sales idea with strategies for easing market headwinds.

 

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 Plus 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 Plus Annuity.

 

For use in all approved states:

S&P 500 Factor Rotator Daily RC2 7% Index Brochure (PDF)
Provides a high-level overview of the S&P Factor Rotator Daily RC2 7% Index.

 

S&P Multi-Asset Risk Control (MARC) 5% Index Brochure (PDF)
Provides a high-level overview of the S&P MARC 5% Index.

 

Morningstar Wide Moat Focus Barclays 7% VC Index Brochure (PDF)
Provides a high-level overview of the Morningstar Wide Moat Barclays Index.

 

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 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.

 

The Security Benefit Strategic Growth Plus 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, Idaho, 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).

 

IM-50002-05 | 2022/11/21