Selling Foundations Annuity

We’ve made it easy for you to engage your clients in a discussion around Foundations Annuity.

FIAs don’t have to be complicated, and with Foundations, we’ve created content to help make it easier to educate your clients on how the product works. From client-friendly presentations to sales ideas and direct mail pieces to help you generate interest, we’re here to help.

Keep in mind that your Broker-Dealer must approve Foundations and you must be appointed and have completed your product training before selling Foundations.

If you’ve completed your RegEd training, you have access to our customized illustration tool. If not, please take the following training courses:

  • RegEd Foundations-12SB_02
  • Fundamentals-11SB_16
How Are You Weathering Today's Market Conditions?

 

10-15 minute Client Presentation:
How Are You Weathering Today's Market Conditions?

  • A Case Study in Retirement Income
  • How Foundations Can Help
  • The Three Ps of Foundations
How Are You Weathering Today's Market Conditions

 

Client/Prospect Interest Postcard:
How Are You Weathering Today's Market Conditions?

  • Customize with your contact information
  • Order free prints
Rain or Shine: The Power of Diversification

 

Client/Prospect Interest Postcard:
Rain or Shine: The Power of Diversification

  • Customize with your contact information
  • Order free prints
Foundations Illustration

 

Client Illustration

Choose from our 8 crediting strategies to build a hypothetical accumulation and decumulation illustration for your clients

Customize with your clients name and your contact information

Available to reps who have completed: 

  • RegEd Foundations-12SB_02
  • Fundamentals-11SB_16

 
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PRODUCT VIDEOS

Below are short client-friendly videos to watch or share that explain the product and how interest credits are applied.

Foundations Overview
 

 

See how the Foundations Annuity works to preserve your principal while allowing for accumulation.

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S&P 500® Low Volatility Daily Risk Control 5% Index Account

 

Find out how interest is credited using this uncapped strategy designed to manage market volatility (an annual spread applies).

SHARE WITH CLIENTS 

S&P 500®Factor Rotator Daily RC2 7% Index Account

 

Find out how interest is credited in this uncapped strategy designed to select the performing of five factor indices in a single Index - including a low volatility factor.

SHARE WITH CLIENTS 

 

S&P 500® Annual Point to Point Index Account

 

Learn how we credit interest based on the percentage change in the index from one contract anniversary to the next.

SHARE WITH CLIENTS 

S&P 500® Monthly Sum Index Account

 

Find out how interest is calculated based on the sum of the monthly changes from the S&P 500® index value from the previous year (a cap applies to each positive monthly change, but not to negative changes).

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S&P 500® Annual Average Index Account

 

This video shares how interest is calculated based on the average of the monthly ending values of the S&P 500® Index Value and is compared to the Index Value on the previous contract anniversary.

SHARE WITH CLIENTS

Market Performance Icon

HOW FOUNDATIONS ADDRESSES VOLATILITY

Having the option to choose crediting strategies benchmarked against a Low Vol Index can be helpful, especially in periods of market turbulence. With the S&P 500® Low Vol Index Accounts, both uncapped strategies, your clients could participate in more of the index-linked gains than in capped accounts (annual spreads do apply). We have client-friendly resources that explain how the Index is constructed, as well as hypothetical performance data for you to review.

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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®.

We’re sorry, it appears we are having technical difficulties.
Please call 800.747.5164, Option 3 to speak to a member of our Sales Team.

FINANCIAL PROFESSIONAL USE ONLY — NOT FOR USE WITH CONSUMERS

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.

Fixed index annuities are not stock market investments and do not directly participate in any equity, bond, other security, or commodities investments. Indices do not include dividends paid on the underlying stocks and therefore do not reflect the total return of the underlying stocks. Neither an index nor any fixed index annuity is comparable to a direct investment in the equity, bond, other security, or commodities markets.

The “S&P 500 Index,” “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-10008-80 | Rev 2021/08/09