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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 Thumbnail

SIA Base Product Brochure (PDF)

Sia Glwb Rider Brochure Thumbnail

SIA Guaranteed Lifetime Withdrawal Benefit Rider Brochure (PDF)

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Allocation Examples

Sia Wd Benefit Example Thumbnail

SIA Withdrawal Benefit Example (PDF)

Msda Index Comparison Brochure Thumbnail

MSDA Index Comparison Brochure (PDF)

A Closer Look Msda Index Brochure Thumbnail

A Closer Look at the MSDA Index Brochure (PDF)

Sia Statement Of Understand Thumbnail

SIA Statement of Understanding (PDF)

Non Product-Specific Consumer Education

 Home Healthcare Doubler

 Home Healthcare Doubler (PDF)

Use this consumer-approved piece to provide a quick overview of how the Home Healthcare Doubler works.

What Is An Fia Thumbnail (1)

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.

Power Of 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.

30 Yr Stock Market 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 Co You Can Count On 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.