Blueprint Annuity

At a glance

Product name: Blueprint Annuity
Product type
Fixed Index Annuity
Minimum purchase
$10,000
Account type(s):
IRA
Non-qualified
Roth IRA
SEP IRA
Cost
N/A
Surrender charges
3-year; 5-year
Strategy
3 Index Accounts + 2 Fixed Account
Not available in New York.
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How can Blueprint, a short-term fixed index annuity, help protect and simplify your clients' retirement portfolio?

Key features

Many retirement savers face tough choices between protecting their principal and pursuing meaningful growth. Blueprint Annuity can offer a balanced approach - providing stability without forcing them to sacrifice potential returns.

  • Agility: Short-term product offering flexibility and liquidity for rate-sensitive clients
  • Guarantees: Guaranteed rates and caps provide certainty and eliminate renewal rate concerns
  • Diversifiers: 1-yr accounts can capture upside in rising rate environments.
  • Simplicity: Choose from 5 simple strategies - 2 Fixed and 3 S&P 500®-based Index Accounts.

 

 Download Rate Sheet

Use the table below to explore the indices available in Blueprint and its performance.

 

IndicesIndex Crediting Strategies

S&P 500®

Annual Point to Point with Cap
Annual Point to Point with Trigger Rate
Annual Average
Monthly Sum

 Blueprint Annuity State Variations

Blueprint Resources

S&P Trigger Strategy Thumbnail
 
S&P 500 Trigger Rate Strategy

Use this piece to explain how the Trigger Rate strategy provides a predetermined interest credit with S&P 500 performance of 0% or greater. 

 

Download Strategy

Foundations Resources Thumbnail
 

For additional Blueprint materials, visit our Blueprint Resource Page.

Blueprint Resources

Before Selling Blueprint

  1. Check with your Broker-Dealer to see if Blueprint is approved
  2. Get Appointed with Security Benefit
  3. Complete Product Training
Would You Like More Information?

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®.

Application

FINANCIAL PROFESSIONAL USE ONLY — NOT FOR USE WITH CONSUMERS
 

The Security Benefit Blueprint Annuity, issued in most states on form ICC25 6100 (6-25), is a single purchase payment deferred annuity issued by Security Benefit Life Insurance Company. Product features, limitations, and availability may vary by state. In Idaho, the Blueprint Annuity is issued on form ICC25 6100 (6-25).

Guarantees provided by annuities are subject to the financial strength of the issuing insurance company. Annuities are not FDIC or NCUA/NCUSIF insured; are not obligations or deposits of and are not guaranteed or underwritten by any bank, savings and loan, or credit union or its affiliates; and are unrelated to and not a condition of the provision or term of any banking service or activity. 
 

Fixed index annuities are not stock market investments and do not directly participate in any equity, bond, other security, or commodities investments. Neither an index nor any fixed index annuity is comparable to a direct investment in the equity, bond, other security, or commodities markets. Unless otherwise indicated, the index's performance does not include dividends.

S&P Dow Jones Indices Disclaimer: The “S&P 500,” “S&P 500 Low Volatility Daily Risk Control 5% Index,” “S&P Multi-Asset Risk Control (MARC) 5% Index,” and “S&P 500 Factor Rotator Daily RC2 7% Index” are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and have been licensed for use by Security Benefit Life Insurance Company (SBL). S&P®, S&P 500®, US 500, The 500, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”), and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by SBL. The Foundations Annuity is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of purchasing the Foundations Annuity nor do they have any liability for any errors, omissions, or interruptions of the above named indices.

SB-10070-84  |  2025/07/30