LEARN THE BASICS: FIXED INDEX ANNUITIES

Watch this video and learn about:
    • Provides income you cannot outlive
    • Protects your principal from loss
    • Provides a reasonable rate of return
    • Participates in market gains, but NOT market losses

THE CD ALTERNATIVE: WHY MYGA’s ?

Watch this video and learn about:
    • How MYGA’s Work
    • Why MYGA’s rates typically double CD Rates
    • Tax Benefits of MYGA’s compared to CD’s

DEVELOP YOUR OWN  PENSION PLAN

Watch this video and learn about:
    • Why your retirement needs may have changed over the years
    • What the “3-Legged Financial Stool” concept is and how it works
    • How to determine your current and/or future retirement income needs
    • The difference between essential and discretionary income
    • How to create your own Personal Pension Plan for retirement

KEEP FROM RUNNING OUT OF MONEY

Watch this video and review:
    • Strategies To Prolong Retirement Assets

PREVENTING MEDICAL BANKRUPTCY

Watch this video and review:
  • The risks of Medical Bankruptcy and how to protect yourself

WHY REVIEW YOUR COMPANY 401K  

Watch this video and learn about:
  • How You Many Benefit From A Revised 401k Platform
  • Plan Sponsors May Qualify For A Greater Contribution

MANAGING ESTATE TAXES

Watch this video and review:
  • What Happens To The Estate Tax Exemption in 2026
  • How To Preserve Your Estate With Premium Financed Life Insurance

LEARN HOW WEALTH TRANSFER WORKS AND PROTECTS YOUR HEIRS FROM THE TAX TIME BOMB
Watch this video and learn about:

  • Transferring wealth at the lowest possible rate of taxation
  • Which wealth transfer products are available to you
  • The “tax time bomb” and how it affects your heirs’ taxes
  • How to use the accelerated death benefits to help cover the costs associated with chronic illness
  • Why single premium life instantly increases the size of your estate

STRATEGIC GROWTH ANNUITY 
 

This brief video explains the basics of the Strategic Growth Annuity. (2:34 min)


STRATEGIC GROWTH PLUS ANNUITY

 This brief video explains the basics of the Strategic Growth Plus Annuity. (3:10 min)


S&P 500® LOW VOLATILITY DAILY RISK CONTROL 5% INDEX ACCOUNT

 Find out how interest is credited using this uncapped strategy designed to manage market volatility. (4:22 min.)

WHY LIBOR?

A brief video that quickly explains this innovative concept in fixed annuities. (1:40 minutes)

WHAT IS RATETRACK® ANNUITY?

A brief video that quickly explains this innovative concept in fixed annuities. (2:10 minutes)


A BOND ALTERNATIVE

This brief video explains how RateTrack Annuity may be a good alternative to current bond funds in a rising interest rate environment. (1:45 minutes)

ACCELERATED INCOME RIDER

This brief video is consumer-approved and explains the basics of how the Accelerated Income Rider provides a higher amount of income in the first 10 years while still providing a reduced amount of income your client can never outlive. (2:19 minutes)

LEGACY PRESERVATION RIDER

This consumer-approved video quickly explains how your client can leave an enhanced legacy for others through the Legacy Preservation Rider. (2:11 minutes)


Security Benefit Corporate Video: It’s Our Time
A video highlighting Security Benefit’s history and focus on the future. (5:16 minutes) option housed inside the TVA. (8:57 minutes)