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U.S. Retirement Leader Security Benefit Celebrates 125 Years

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The Fixed Account current interest rate is set at the beginning of each Contract Year, starting with the first contract anniversary and will be at least equal to the GMIR. Any purchases made in the first year will have the current interest rate, in effect at that time, applied to the purchase payment.

 

Security Benefit Foundations Annuity Rate Sheet (PDF)
Includes information on the Guaranteed Interest Rate as applicable.

 

 

5-Year
Cap

7-Year Cap

5-Year
Spread

7-Year
Spread

Annual Point to Point Index Account Cap

3.25%

4.75%

-

-

Monthly Sum Index Account Cap

1.50%

1.75%

-

-

Annual Average Index Account Cap

3.50%

5.00%

-

-

Fixed Account Current Interest Rate

1.50%

1.50%

-

-

Guaranteed Minimum Interest Rate

1.50%

1.50%

-

-

S&P 500® Low Volatility Daily Risk Control 5% Annual Point-to-Point Index Account

-

-

3.20%

1.50%

S&P 500® Low Volatility Daily Risk Control 5% 2-Year Point-to-Point Index Account

-

-

2.25%

1.00%

 

If the contract's GMIR exceeds the Fixed Account Current Interest Rate disclosed above, the GMIR will prevail.

 

*Reflects a 1.00% bonus for Year 1.

 

The Security Benefit Foundations Annuity, form 5800 (11-10) and ICC10 5800 (11-10), a flexible purchase payment deferred fixed indexed annuity, and the Guaranteed Lifetime Withdrawal Benefit Rider, form 5821 (5-11) and ICC11 5821 (5-11), are issued by Security Benefit Life Insurance Company.

 

Guarantees provided by annuities are subject to the financial strength of the issuing insurance company.  Annuities are not FDIC 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; are unrelated to and not a condition of the provision or term of any banking service or activity.

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