https://www.youtube.com/watch?v=JYEPUvRq8ho&feature=youtu.be
LEARN THE BASICS: FIXED INDEX ANNUITIES
Watch this video and learn about:
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- Provides income you cannot outlive
- Protects your principal from loss
- Provides a reasonable rate of return
- Participates in market gains, but NOT market losses
https://youtu.be/v0I0YyzZ7Dk
THE CD ALTERNATIVE: WHY MYGA’s ?
Watch this video and learn about:
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- How MYGA’s Work
- Why MYGA’s rates typically double CD Rates
- Tax Benefits of MYGA’s compared to CD’s
https://www.youtube.com/watch?v=t_SgV5PZcvQ&feature=youtu.be
DEVELOP YOUR OWN PENSION PLAN
Watch this video and learn about:
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- 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
https://www.youtube.com/watch?v=Vn9k6NTU5-0&feature=youtu.be
KEEP FROM RUNNING OUT OF MONEY
Watch this video and review:
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- Strategies To Prolong Retirement Assets
https://www.youtube.com/watch?v=20Fx-408exc&feature=youtu.be
PREVENTING MEDICAL BANKRUPTCY
Watch this video and review:
- The risks of Medical Bankruptcy and how to protect yourself
https://www.youtube.com/watch?v=qBip5LDVQVA
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
https://www.youtube.com/watch?v=yO3Z6HgA2hY&feature=youtu.be
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
https://www.youtube.com/watch?v=9_ANnnJYNK0
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)