Inflation + Rising Rates + Market Volatility = Uncertainty

Turn Headwinds into Tailwinds

Create Certainty for Your Clients

Current economic conditions have created high levels of uncertainty for many people in or nearing retirement, causing them to reevaluate their current financial and retirement planning. Security Benefit is offers three solutions that can help provide your clients with the certainty they are seeking.

Economic Headwinds Dashboard

How Can You Help Create Certainty With Security Benefit?

  • Principal protection
  • Interest earned based on part of the positive changes in certain market indexes
  • Tax-deferred accumulation
  • Ability to automatically benefit as rates rise

 

Headwinds Sales Idea thumbnail

 

 

 

Use our Headwinds Sales Idea to help educate your

clients about three economic conditions and how

they could take advantage of market uncertainty.

 

Download Headwinds Sales Idea

Help Your Clients Overcome Economic Headwinds

Available Solutions for Current Headwinds

RateTrack® Annuity
Couple walking through the waves on a beach

RateTrack® Annuity

  • Product Type: Fixed Annuity
  • Minimum Purchase: $10,000
  • Strategy: Floating Rate Annuity
  • Not Available in New York
Foundations Annuity
Grandparents and Granddaughter blowing bubbles

Foundations Annuity

  • Product Type: Fixed Index Annuity
  • Minimum Purchase: $25,000
  • Strategy: 7 Index Accounts + Fixed Account
  • Not Available in New York
Advanced Choice Annuity
Woman kayaking down the river

Advanced Choice Annuity

  • Product Type: Fixed Annuity
  • Minimum Purchase: $10,000
  • Strategy: Conservative
  • Not Available in New York

FINANCIAL PROFESSIONAL USE ONLY — NOT FOR USE WITH CONSUMERS

The VIX is a real-time market index that represents the market's expectation of 30-day forward-looking volatility.

The Security Benefit RateTrack® Annuity, form ICC15 5300 (12-15) and 5300 (12-15), a single premium deferred fixed annuity, is issued by Security Benefit Life Insurance Company. Product features, limitations, and availability vary by state.

The Security Benefit Advanced Choice Annuity, form ICC13 5200 (9-13) and 5200 (9-13), a single premium deferred annuity, is issued by Security Benefit Life Insurance Company. Product features, limitations, and availability vary by state.

Product has a 30-day renewal period to pursue one of four options at the end of the 5-year Guarantee Period. See financial professional for details. Surrender charges are 9%, 8%, 7%, 6% and 5%, respectively, for each year of the Guarantee Period.

Withdrawals are subject to ordinary income tax and, if made before age 59½, may be subject to a 10% penalty tax.

“S&P 500® Index,” “S&P 500® Low Volatility Daily Risk Control 5% Index,” and the “S&P 500® Factor Rotator Daily RC2 7% Index,” are products of S&P Dow Jones Indices LLC, a division of S&P Global, or its affiliates (SPDJI) and Standard & Poor’s Financial Services LLC, and have been licensed for use by Security Benefit Life Insurance Company (SBL). Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC, a division of S&P Global (S&P); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); third party licensor trademarks are trademarks of Standard & Poor’s Financial Services LLC and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by SBL. SBL’s Foundations Annuity is not sponsored, endorsed, sold, or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, or Standard & Poor’s Financial Services LLC, and none of such parties make any representation regarding the advisability of investing in such product nor do they have any liability for any errors, omissions, or interruptions of the S&P 500® Index, S&P 500® Low Volatility Daily Risk Control 5% Index, or the S&P 500® Factor Rotator Daily RC2 7% Index.

SB-10019-20 | 2022-07-06