Financial Professionals

RIAs Turn Hopeful On Inflation, But Recession Fears Still Linger

Registered investment advisors are growing more confident about the economy—particularly when it comes to inflation—but many remain wary of potential headwinds such as tariffs, geopolitical tensions and rising client anxiety around Social Security and retirement income, according to a new survey.

Read More

Fixed Annuities Remain a Tried-and-True Solution in Market Uncertainty

David Byrnes, head of distribution for Security Benefit, wrote an article for Advisor Magazine on the potential security of annuities during market uncertainty.

Read More

Security Benefit bolsters its flagship Foundations Annuity with New Indices and Index Accounts

Security Benefit today announced the addition of index accounts based on three new indices to its flagship fixed index annuity (FIA), Foundations Annuity.

Read More
A man and woman talking to a man

Market Jitters? Help Clients Navigate Market Volatility

During periods of market volatility, making yourself responsive to client concerns is critical. Our resources give you tools to help spark conversation, calm market jitters and help clients navigate the market.
Read More
Man and woman looking at computer

Client Strategies: Examining a Declining Rate Environment

Explore market trends and access client-facing resources to educate, inform and empower clients to explore risk management solutions.
Read More
Man and woman looking at paperwork

How Do the Fed's Interest Rate Moves Impact Your Clients?

When markets are in flux and rates are declining, it can be daunting to clients and advisors alike. Explore market trends and access client-facing resources to educate, inform and empower clients to explore risk management solutions.
Read More

Security Benefit’s Toby Leonard on Growing Annuity Sales in the RIA Channel

Toby Leonard, Assistant Vice President of Product Development at Security Benefit, was interviewed by Paul Tyler for "That Annuity Show." He discusses the evolution of annuities, particularly fixed index annuities, and their role in financial planning.
Read More

Four Roth IRA Pitfalls Your Adviser May Not Tell You About

Aaron Tallen, Security Benefit's Vice President, Head of Distribution Ops & 401k Defined Contributions, recently spoke with Kiplinger about the risks of Roth IRAs.
Read More
Man and woman looking at a computer

Need InspIRAtion for Educating Clients on Stretch IRAs?

Stretching an Inherited IRA can help your client's beneficiaries avoid a large tax burden and allow the account to continue growing tax-deferred. Are you discussing this valuable strategy with your clients?
Read More
Man and woman looking at a computer

How Can You Extend the Benefits of an Inherited IRA?

When you carefully plan who will inherit your IRA, your beneficiaries may be able to continue growing the funds tax-deferred and create generational wealth.
Read More