At a glance
Do you want to help your conservative clients preserve principal and still participate automatically if rates rise?
- RateTrack® Annuity is tied to the 3 Month CME Term SOFR Reference Rate.
RateTrack® Annuity, the industry's first floating rate annuity, offers unprecedented potential for automatic interest rate increases as rates rise without incurring market risk.
What is RateTrack® Annuity?
This short video shows how the RateTrack® Annuity's innovative floating rate component works.
RateTrack® Annuity as a Bond Alternative
When rates rise, bond values tend to fall. RateTrack® Annuity could help preserve their principal with potential for interest. Learn more from this short video.
If you’re curious about how interest rates and floating rates have performed in the past, our Floating Rate Tool highlights historical performance so you can track movement and determine whether the RateTrack® Annuity might be a good option for a portion of your clients' savings.
Let Security Benefit assist you and your clients by taking advantage of our RateTrack® Annuity solution.
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®.