Security Benefit Secure Income Annuity

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Client Materials - Secure Income Annuity

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

For Agent Only reference sheets, click here. For more information about Security Benefit or our partnership with Advisors Excel, visit the About Us section.

Product-Specific Client Materials

	SIA Base Product Brochure (PDF)
	SIA Guaranteed Lifetime Withdrawal Benefit Rider Brochure (PDF)
	Allocation Examples
	SIA Withdrawal Benefit Example (PDF)
	MSDA Index Comparison Brochure (PDF)
	A Closer Look at the MSDA Index Brochure (PDF)
	SIA Statement of Understanding (PDF)

Self-Mailers and Postcards
These documents are designed to be a customizable, consumer-approved mailer that an advisor can use to generate interest and promote their business to potential clients who are looking for answers to their financial questions about retirement.

	SIA Postcard 1 (PDF)
	SIA Postcard 2 (PDF)
	SIA Self-Mailer 1 (PDF)
	SIA Self-Mailer 2 (PDF)

NonProduct-Specific Consumer Education

	What is an FIA? (PDF) A one-page sheet and a video that provides educational information on how a Fixed Index Annuity can help your clients generate and protect their retirement income.
	The Power of Tax Deferral (PDF) A one-page sheet and a video that outlines what tax deferral is and how it can be advantageous to your clients.
	30 Year Stock Market Performance (PDF) 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.
	A Company You Can Count On (PDF) Learn more about Security Benefit.

SecurityBenefit.com Client Registration Process

These are instructions (PDF) you can provide to your client on how they can register with SecurityBenenfit.com to access their account information online. These instructions can also be found on the SecurityBenefit.com website.