Advanced Choice Annuity

At a glance

Product name: Advanced Choice Annuity
Product type
Fixed Annuity
Minimum purchase
$10,000
Account type(s):
403(b)
IRA
Non-qualified
Roth IRA
SEP IRA (rollover only)
Surrender charges
3-year Term; 5-year Term; 7-year Term
Strategy
Conservative
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Are your clients looking for a good rate without market risk?

Key features
  • Advanced Choice Annuity may be well suited for clients who have a sum of money they do not want to place in the market, yet want it to grow with a competitive interest rate.
  • For clients close to retirement or recently retired, Advanced Choice could complement their savings strategy. Advanced Choice may be purchased as an IRA, Roth IRA, 403(b) rollover, or non-qualified contract.
  • Because the tax-deferred annuity is taxable upon withdrawal, money that otherwise would be paid in taxes can continue to accrue interest. 

Curious about how your clients can benefit from fixed annuities? Fixed annuities are designed to help consumers save for retirement and other long-term goals, particularly if they don’t need access to the money to cover living expenses or unexpected emergencies.

Here are 9 reasons to consider a Security Benefit Advanced Choice Annuity for your clients. 

Check out how a combined, complementary approach can maximize savings with protection of principal and no market risk. Our Security Benefit laddering and split-ticket strategies can help your clients have the best of both worlds — a MYGA with a competitive rate and a floating rate annuity, RateTrack® Annuity, the industry's first floating rate annuity, that can help them take advantage of rising rates automatically. 

Read more about the benefits of Advanced Choice Annuity.

For more information (including financial professional fact sheets and resources), complete the form below and our team will contact you.

Client Proposals
Rates
Effective Date: 12/02/2019 Current Rate Amounts < $125,000 Current Rate Amounts ≥ $125,000
3 Year 1.90% 2.00%
5 Year 2.10% 2.20%
7 Year 2.10% 2.20%
Guaranteed Minimum Interest Rate 1.00% 1.00%
Application

Contact us about Advanced Choice Annuity

FINANCIAL PROFESSIONAL USE ONLY — NOT FOR USE WITH CONSUMERS

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.

The Security Benefit Advanced Choice Annuity, form ICC13 5200 (9-13) and 5200 (9-13), a single premium deferred annuity, is issued by Security Benefit Life Insurance Company. Product features, limitations, and availability vary by state.