Strategic Growth Annuity

At a glance

Product name: Strategic Growth Annuity
Product type
Fixed Index Annuity
Minimum purchase
$25,000
Account type(s):
IRA
Non-qualified
Roth IRA
SEP IRA
Surrender charges
10-year
Strategy
13 interest crediting options plus Fixed Account
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Key features

The Security Benefit Strategic Growth Annuity is a modified single premium, deferred fixed index annuity with 13 available interest crediting options designed to help consumers accumulate retirement savings without risk. 

This annuity may be well suited for a consumer/individual who has a sum of money the consumer/individual does not want to place in the market, yet would like the potential for accumulation without risk.

Strategic Growth Annuity offers:

  • Highly competitive rates
  • 13 interest crediting options derived from 6 underlying indices which provides for a wide range of diversification opportunities
  • 10% free annual withdrawals after the first contract year
  • Guaranteed Minimum Interest Rate for the Fixed Account
  • Nursing Home Waiver1
  • Terminal Illness Waiver1 

For more information about Strategic Growth Annuity speak with your financial professional. 

 

1Availability varies by state.

The Security Benefit Strategic Growth Annuity, a modified single premium, deferred fixed index annuity contract issued by Security Benefit Life Insurance Company (SBL). In most states, the Strategic Growth Annuity is issued on form 5600 (9-19). In Alaska, Connecticut, Idaho, Indiana, Massachusetts, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington the Strategic Growth Annuity form is ICC19 5600 (9-19).

Security Benefit Corporation and its affiliates are not fiduciaries and the information provided is not intended to be investment advice. This information is general in nature and intended for use with the general public. For additional information, including any specific advice or recommendations, please visit with your financial professional.

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.

IM-50000-04 | Rev 2020/10/02