Home > Resources > SIA > Client Materials

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

General SIA Brochure thumbnail

SIA Base Product Brochure (PDF)

SIA GLWB Brochure thumbnail

SIA Guaranteed Lifetime Withdrawal Benefit Rider Brochure (PDF)

Allocation Examples Thumbnail

Allocation Examples

SIA Withdrawal Benefit Example Thumbnail

SIA Withdrawal Benefit Example (PDF)

MSDA Index Comparison Brochure CoverThumbnail

MSDA Index Comparison Brochure (PDF)

MSDA Index Comparison Brochure CoverThumbnail

A Closer Look at the MSDA Index Brochure (PDF)

SIA SOU thumbnail

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 Map Postcard

SIA Postcard 1 (PDF)

SIA Shopping Postcard

SIA Postcard 2 (PDF)

SIA Consumer Picnic Self Mailer

SIA Self-Mailer 1 (PDF)

SIA Focus Consumer Self Mailer

SIA Self-Mailer 2 (PDF)

NonProduct-Specific Consumer Education

What is an FIA thumbnail

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.

Tax Deferral thumbnail

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.

Tax Deferral thumbnail

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 Trust thumbnail

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.