Individuals

Security Benefit’s Toby Leonard on Growing Annuity Sales in the RIA Channel

Toby Leonard, Assistant Vice President of Product Development at Security Benefit, was interviewed by Paul Tyler for "That Annuity Show." He discusses the evolution of annuities, particularly fixed index annuities, and their role in financial planning.

Are We in a Declining Rate Environment?

When markets are in flux and rates are declining, it can feel overwhelming. Understanding interest rate activity in the market, and projected trends can help you make informed decisions and explore savings vehicles that are right for you.

How Do the Fed's Interest Rate Moves Impact Your Wallet?

Four Roth IRA Pitfalls Your Adviser May Not Tell You About

Aaron Tallen, Security Benefit's Vice President, Head of Distribution Ops & 401k Defined Contributions, recently spoke with Kiplinger about the risks of Roth IRAs.

How Can You Extend the Benefits of an Inherited IRA?

When you carefully plan who will inherit your IRA, your beneficiaries may be able to continue growing the funds tax-deferred and create generational wealth.

What You Need to Know About Inherited IRAs

An Inherited IRA is an account passed down to beneficiaries when the original account holder passes away, allowing them to continue benefiting from tax-deferred growth. However, it comes with specific withdrawal rules.

Optimism Among Advisors Increases Post-Election According to Security Benefit’s “RIA Economic Outlook Index”

Registered Investment Advisors (RIAs) have an improved outlook and increased optimism following the U.S. election, according to the latest RIA Economic Outlook Index from Security Benefit in partnership with Greenwald Research.

Should You Do a Roth Conversion?

A Roth IRA conversion offers several advantages, such as tax savings, growth potential, and no RMDs, but is now the right time for you?

Should You Do a Roth Conversion Before Tax Cuts Expire?

With the 2017 Tax Cuts and Jobs Act (TCJA) scheduled to sunset after 2025, many individuals are evaluating the timing for Roth conversions. Learn what you should know about converting now versus in the future.

The MYGA as a Bond Alternative

Sales of multi-year guaranteed annuities accounted for about 37% of individual annuity sales. David Byrnes, chief distribution officer at Security Benefit, expects worries about the presidential transition and the geopolitical situation to help keep MYGA sales strong.

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