Client Materials

Currently, Secure Income Annuity is temporarily suspended from new sales. We will update this site when SIA is available for sales. 

These Consumer Approved materials will assist you in better educating your clients.

Below is our collection of product information and marketing resources to help you build your business.


Product-Specific Client Materials

Download   S&P 500® Factor Rotator Daily RC2 7% Index
Download   S&P Multi-Asset Risk Control (MARC) 5% Index Brochure
Download   Morgan Stanley Dynamic Allocation Index Comparison Brochure
Download    A Closer Look at the Morgan Stanley Dynamic Allocation Index Brochure


Nonproduct-Specific Client Materials

Download  Home Healthcare Doubler
Use this consumer-approved piece to provide a quick overview of how the Home Healthcare Doubler works.
Download  What is an FIA?
A one-page sheet that provides educational information on how a Fixed Index Annuity can help your clients generate and protect their retirement income.
Download  The Power of Tax Deferral
A one-page sheet that outlines what tax deferral is and how it can be advantageous to your clients.
Download  30 Year Stock Market Performance 
This chart depicts the how the stock market performance and its volatility have affected a typical 60 year old investor over the past 30 years.
Download  A Company You Can Count On 
Learn more about Security Benefit.
Download  A Company You Can Count On - 1 pager 
Learn more about Security Benefit, including our Solvency Ratio.


Videos

Below are explainer videos and brochures that highlight the various financial index benchmarks used in calculating interest credits.

   

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

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.

 

S&P 500® Annual Point to Point Index

This video outlines how we credit Account Value based on the percentage change in the Index from one contract anniversary to the next.

 

S&P 500® Monthly Sum Index

Find out how interest is calculated based on the sum of the capped monthly changes in the S&P 500® Index value from the previous year.

 

A Closer Look at the Morgan Stanley Dynamic Allocation Index

A closer look at the MSDA Index.

 

It's Our Time

A video highlighting Security Benefit's history and focus on the future.

 

The Power of Tax Deferral

This video outlines what tax deffral is and how it can be advantageous to your clients.

 

What is an FIA?

This video provides educational information on how a Fixed Index Annuity can help your clients generate and protect their retirement income.

 


IM-50001-20 | 2023-05-16