At a glance
Flexible. Shorter terms. Zero market risk.
Blueprint Annuity is a fixed index annuity designed to give your clients the certainty they need in an uncertain market, but with the earning potential they deserve. With guaranteed fixed account rates and index account cap periods, 3- and 5-year surrender charge periods, and the option for no renewal rate uncertainty, it's a straightforward alternative to CDs and money market accounts.
- Guaranteed Fixed Account Rates and Index Account Caps (optional): No annual renewal rate concerns and a 0% floor. Your clients' principal is protected from market loss.
- Greater Earning Potential: Interest crediting based on part of the S&P 500® performance offers the potential to earn more than traditional fixed income strategies.
- Flexible 3- and 5- year Surrender Charge Periods: Shorter commitments that let you tailor solutions to a wider range of client needs.
- Free 10% Annual Withdrawals (beginning the 2nd contract year): Provide clients access to their money without penalty, adding liquidity that traditional CDs can't match.
Crediting Strategies
| Indices | Index Crediting Strategies |
S&P 500® | Annual Point to Point Index Account with Cap |
| Annual Point to Point Index Account with 3- or 5- year Guarantee Period Cap | |
| Annual Point to Point Index Account with Trigger Rate |
Blueprint Resources
BLUEPRINT COMPETITIVE ADVANTAGEDiscover how Blueprint Annuity stands out in a crowded FIA market by offering short terms, guaranteed rates and caps, and straightforward index account strategies.
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For additional Blueprint materials, visit our Resource Page. |
Before Selling Blueprint
- Check with your Broker-Dealer to see if Blueprint is approved
- Get Appointed with Security Benefit
- Complete Product Training
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®.