Target Portfolios

Portfolio construction just got easier with Mesirow Financial

Security Benefit has partnered with Mesirow Financial to develop fund-specific target portfolios to assist your clients in making investment allocation decisions based on their risk tolerance and time horizon.

Target Portfolios Hero

 

Our Risk Quiz can help determine your clients' risk tolerances and help you select from a selection of five risk-based portfolios.

Target Pie Charts

Our complimentary Target Portfolios are available in the following:

Variable Annuities

Mutual Funds

These portfolios are risk-based and therefore, do not rebalance. However, Security Benefit will work with Mesirow to update these portfolios on an annual basis. 
 

Our Internal Sales Consultants are ready to show you how our Target Portfolios can complement your investment management services.

You should carefully consider the investment objectives, risks, charges, and expenses of the variable annuity and its underlying investment options before investing. You may obtain a prospectus for the variable annuity and prospectuses or summary prospectuses (if available) for the underlying investment options by calling 800.888.2461. You should read the prospectuses carefully before investing. Investing in variable annuities involves risk and there is no guarantee of investment results.


Neither Security Benefit Life Insurance Company nor Security Distributors is a fiduciary and the information provided is not intended to be investment advice. For additional information, including any specific advice or recommendations, please visit with your financial professional.

Annuities are long-term investments suitable for retirement investing. The investment return and principal value of an investment in a Security Benefit variable annuity will fluctuate and you may have a gain or loss at redemption.

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.

The EliteDesigns Variable Annuity (form V6209), EliteDesigns II Variable Annuity (form V6209), SecureDesigns Variable Annuity (form V6029), Variflex Variable Annuity (form V6023),  are flexible premium deferred variable annuities issued by Security Benefit Life Insurance Company (SBL). Securities are distributed by Security Distributors, a subsidiary of SBL, and SBL is a subsidiary of Security Benefit Corporation (Security Benefit).

Mesirow Financial is not affiliated with Security Benefit. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. ©2020. All rights reserved.
 

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