Foundations Resource Library

Engage your clients in exploring the advantages of a Foundations Annuity.

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

Resources for Clients

When Is Zero Your Hero Thumbnail
 
When Is Zero Your Hero?

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.

Locking In Interest Potential Thumbnail
 
Locking In Interest Potential

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 Thumbnail
 
Index Comparison Guide (FPUO)

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.

Thumbnail Foundations Illustration
 
Sample Foundations Illustration (FPUO)

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.
2. Get Appointed with Security Benefit
3. Complete Product Training

 

 

Find your Sales Team

For more information (including financial professional fact sheets and resources), contact your dedicated Sales Team.

We’re here to help your clients To and Through Retirement®.

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.

SB-10008-80  |  2026/05/01