Total Value Annuity

The Security Benefit Total Value Annuity is a flexible premium deferred fixed index annuity with premium bonus, six available crediting options and the choice of two optional riders - Income and Death Benefit.

Client Materials


The following materials are available to help you in explaining the benefits of Total Value 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.

National

 

Select States

Base Product Brochure (PDF)
Overview of product information.

 

Base Product Brochure (PDF)
Overview of product information.

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

 

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

Death Benefit Rider Brochure (PDF)
Highlights features and benefits, including base, cap, roll-up and step-up.
Note: The Death Benefit Rider is not available in CT.

 

Death Benefit Rider Brochure (PDF)
Highlights features and benefits, including base, cap, roll-up and step-up.
Note: The Death Benefit Rider is not available in MO, NH, NV and WA.

 

  • National States – all states, other than below
  • Select States – AK, IN, MN, MO, NV, NH, NJ, OH, OK, OR, PA, SC, TX, UT & WA

 

Videos

 

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) 

 

Understanding the BNP Paribus High Dividend Plus Index

Understanding the BNP Paribus High Dividend Plus Index



This video provides consumers with additional information about the BNP Paribas HD Plus Index crediting options inside the TVA. (6:48 minutes)

 

Transparent Value Blended Index:
A Unique Crediting Option

Transparent Value Blended Index: A Unique Crediting Option


This video explains the Transparent Value Blended Index to help consumers better understand this unique interest crediting option housed inside the TVA. (8:57 minutes)

The Annuity Linked TVI: A Unique and Distinct Alternative

The Annuity Linked TVI: A Unique and Distinct Alternative

 
This video quickly and easily explains the ALTVI to help the consumer better comprehend its unique construction. (6 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.

     

  • TVA 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 Total Value Annuity.

 

  • Postcards
    These documents are designed to be a customizable, consumer-approved mailer that an advisor can use to generate interest and promote their business to potential clients who are looking for answers to their financial questions about retirement.

 

 

For use in all approved states:

 

 

 

 

 

 

 

  • 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.

 

 

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 Total Value Annuity, a fixed index flexible premium deferred annuity contract, form 5700 (312) and ICC12 5700 (312), the Income Rider, form 5720 (312)and ICC12 5720 (312), and the Death Benefit Rider, form 5721 (312), optional riders available for purchase with the Security Benefit Total Value Annuity, are issued by Security Benefit Life Insurance Company (SBL). Product features, limitations and availability vary by state.