At a glance
Are your clients looking for a good rate without market risk?
- Advanced Choice Annuity may be well suited for clients who have a sum of money they do not want to place in the market, yet want it to grow with a competitive interest rate.
- For clients close to retirement or recently retired, Advanced Choice could complement their savings strategy. Advanced Choice may be purchased as an IRA, Roth IRA, 403(b) rollover, or non-qualified contract.
- Because the tax-deferred annuity is taxable upon withdrawal, money that otherwise would be paid in taxes can continue to accrue interest.
Curious about how your clients can benefit from fixed annuities? Fixed annuities are designed to help consumers save for retirement and other long-term goals, particularly if they don’t need access to the money to cover living expenses or unexpected emergencies.
Here are 9 reasons to consider a Security Benefit Advanced Choice Annuity for your clients.
Check out how a combined, complementary approach can maximize savings with protection of principal and no market risk. Our Security Benefit laddering strategy can help your clients have an appealing combination — a MYGA with a competitive rate and a floating rate annuity, RateTrack® Annuity, the industry's first floating rate annuity, that can help them take advantage of rising rates automatically.
For more information (including financial professional fact sheets and resources), contact your dedicated Sales Team.
We’re here to help your clients To and Through Retirement®.