At a glance
The Security Benefit Advisor 403(b) Program is a supplemental retirement savings option designed for employees of public schools and certain other governmental and non-profit organizations. Participants can make contributions through their employer's retirement plan to the Advisor Variable Annuity and provides the tools you need to help your clients build for the future.
- Create a personalized portfolio based upon your client’s risk profile and choose from more than 100 different investment options.
- Manage their portfolio with different investment strategies — from dollar cost averaging to automatic asset reallocation
- As an unbundled variable annuity you may also choose to add other options and guarantees that fits your client’s specific situation.
The Advisor Program gives you the opportunity to help you create custom investment strategies for your clients.
110 year or Disability Rider – This rider will automatically be included for contracts issued on or after July 1, 2012 with an additional annual cost of 0.25%. The Company will waive the withdrawal charge in the event of a withdrawal if the Owner has become totally and permanently disabled after the Contract Date and prior to age 65, or after 10 Contract Years if the Owner has made purchase payments no less frequently than quarterly for at least 5 full contract years
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®.