Foundations Resource Library

Below are materials that help explain Foundations Annuity and offer hypothetical index account performance.

Resources for Clients

When Is Zero Your Hero?

Download "When Is Zero Your Hero?"

Locking In Interest Potential

Download "Locking In Interest Potential"

		Help your clients understand the advantages of zero market risk in Foundations by reviewing hypothetical interest credits for each of the Annual Point to Point index accounts within Foundations.
		This overview offers clients an easy-to-understand example of how a Foundations contract can grow while remaining protected over time.

Resources for Advisors

Index Comparison Guide (FPUO)

Download "Index Comparison Guide"

Sample Foundations Illustration (FPUO)

Download "Sample 7-year Illustration"

		A range of crediting strategies can spread out your clients' potential for accumulation. This guide provides a snapshot of all linked indices within Foundations, as well as the crediting strategies associated with each.
		The Foundations Illustration tool is a resource for advisors who've completed Foundations product training. Here, we've built a sample output so you can compare our newest equities-based index accounts.

Connect with our sales team to access our complete resource library!

Selling Foundations

1. Check with your Broker-Dealer to see if Foundations is approved.

FINANCIAL PROFESSIONAL USE ONLY

The Security Benefit Foundations Annuity, form 5800 (11-10) and ICC10 5800 (11-10), is a flexible purchase payment deferred fixed index annuity issued by Security Benefit Life Insurance Company. In Idaho, Foundations is issued on form ICC10 5800 (11-10).

Product features, limitations, and marketing materials vary by state and/or distribution firm, and may not be available in certain states or through certain distribution firms.

Fixed index annuities are not stock market investments and do not directly participate in any equity, bond, other security, or commodities investments. Unless otherwise indicated, 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.

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.