Foundations Resources

Engage your clients in exploring the advantages of a Foundations Annuity as a key component of their retirement strategy.

Below are materials that help explain Foundations Annuity and offer hypothetical index account performance.

Resources for Clients

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When Is Zero Your Hero?

Help your clients understand the advantages of zero market risk in Foundations by reviewing hypothetical interest credits for each of the Annual Point to Point index accounts within Foundations.

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Locking In Interest Potential

This overview offers clients an easy-to-understand example of how a Foundations contract can accumulate while remaining protected over time.

 

Resources for Advisors

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Index Comparison Guide (FPUO)

A range of crediting strategies can spread out your clients potential for accumulation. This guide provides a snapshot of all benchmarked indices within Foundations, as well as the crediting strategies associated with each.

Connect with our sales team to access our complete resource library!

 

Selling Foundations

1. Check with Broker-Dealer to see if Foundations is approved.
2. Get Appointed with Security Benefit
3. Complete Product Training

 

 

Find your Sales Team

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®.

FINANCIAL PROFESSIONAL USE ONLY — NOT FOR USE WITH CONSUMERS

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.

The Security Benefit Foundations Annuity (form 5800 (11-10) and ICC10 5800 (11-10)), a fixed index flexible premium deferred annuity is issued by Security Benefit Life Insurance Company. Product features, limitations and availability may vary by state. In Idaho, Foundations is issued on form ICC10 5800 (11-10).
 

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. 
 

SB-10008-80  |  2025/03/10