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Client Materials - Secure Income Annuity

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.

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

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)

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.

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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.

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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.

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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.

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A Company You Can Count On (PDF)
Learn more about Security Benefit.
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A Company You Can Count On - 1 page (PDF)
Learn more about Security Benefit, including our Solvency Ratio.

 

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.