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  • Security Benefit Life


    Foundations 5


    A Fixed Indexed Annuity with a 5-year surrender period.
    This product is not available in *** *** *** *** *** *** *** *** ***

    Ratings
      A.M. Best :  A-   Fitch:  A-   Standard & Poor's:  A-  

    Rates
      Current Rates
    xx/xx/xxxx
    Guaranteed
    Minimum Values
       Cap Spread Cap Spread
    2 Year S&P 500 Annual Point-to-Point Low Volatility Risk Control 5%   ***    ***   ***   *** 
    S&P 500 Annual Average   ***    ***   ***   *** 
    S&P 500 Annual Point-to-Point   ***    ***   ***   *** 
    S&P 500 Annual Point-to-Point Low Volatility Risk Control 5%   ***    ***   ***   *** 
    S&P 500 Monthly Sum   ***    ***   ***   *** 
    Fixed   (Rate guaranteed for 1 Year) *.** % *.** %

    State Specified Minimum Interest Rate: ****
    Premium Bonus
     Year: 1
    Bonus Rate: ****

    Policy Notes

    The @annuityname@ --[ subscription required to view full text ]--
    *** @***********@ ** * ***** ******* ******** ******* ******** ******* ******** ***** **** * @************@ ******* ***** ** *** ******** **** ****** *** ***** ****** ****. *** ********* ********** **** ** *** ******* ********:

    • * ********** ******* ******** **** (****) ** ***** ********* ** *** ***** *******.
    • ******** ********-********* *******

    Provisions
    Free Look Period: ****
    (Free look period may vary by state)
    Rate Lock Protection: ****
    Bail Out Provision Available: ***
    *** *** ***: ****
    Loan Provision Available: ***
    *** *** ***: ****
    Tax Sheltered: ***
    Market Value Adjustment: ***
    MRD: ***
    Front-End Fee: ***
    Annual Maintenance Fee: ***
    Return of Premium Available: ***
    Death Benefit is: *** ****
    Premiums
      Non-Qual Qualified
    Min Single Premium: **** *******
    Max Single Premium:
    Age < xx: **** *******
    Age > xx: **** *******
    Payroll Deduction: **** ****
    Min Added Premium: **** ****
    Flexible Premiums ******* : ****  
    Min Single Premium Impaired: ****** ******
    Min Single Premium Period Certain: ****** ******
     
    Age Restrictions
      Min Age Non-Qual Qualified
    Owner:   ***** *****
    Annuitant: ***** ***** *****
    Impaired:   ***** *****
    Annuitization Age:   ***** *****

    ***** ***** ***** ****** *** **** * ***** ****** *** ****** ***** ** ******** *** ***** ***** ***** ****** *** **** * ***** ***** ***** ***** ****** *** **** * *****


    Systematic Withdrawals


    Systematic withdrawals are ***** ** *** ****** ****
    *****************: **** ****** **** *****

    **** *** ***** ** $****.**
    *** *** ****** *** $****.**
    **** ***** ******* ***** ******* * ****** ***** ****

    State Specific Notes

    Contracts purchased in Florida lim --[ subscription required to view full text ]--
    ********* ********* ** ******* ***** *** ***** ****** ** *** ********* ******* ** ** ***** (***** ***** ******** ***** **** ** ********* ** *** ****** ******** ******* *******). ************, ** *** *** ** * ****** ****** ****** ***** *** ***** ***** ** ******, *** ******** ***** **** ** ********* ************* ** *** ****** ******** ******* *******. ****** ***** ** *** ******** *** *******.

    ** **** ******** *** ****** ** ********, *** ***** **** ******* ** ********* ************* ** *** ****** ******** ******* *******.
    &****;
    **** **** (** ****): **, **, **
    **** **** (** ****; ** **** *** ******* **+): **
    **** **** (** ****; ** **** *** ******* **+): **

    MVA Explanation
    Not available in CA

    • An MVA is an increase or --[ subscription required to view full text ]--
    • ** *** ** ** ******** ** ******** ** *** ****** ********* *** *********** **** ******* ****** *** ********* ****** ******.
    • *** *** **** *** ***** ** *** ***** ****** * **** ** *** ***** ** *** ********* ** *** ***** ** * ***** ***** ** *** ***** ***** ** *** ****** ** *** *********.
    • ** *** ******* **, ****** *** ********* ****** ******, *** ***** ********** *** ********, ***** *********** ** ****** ** *** **** ********** *******, ********** *** ********, ** **** *** ***** ** * ***** ***** *** ** *** *** ****** ** *** *********.

    Commissions
    Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.

    Related Information

    Other Security Benefit Life Products

    MYGA
    Advanced Choice 3
    Advanced Choice 5
    Advanced Choice 7
    Fixed Annuity
    RateTrack Annuity 5
    RateTrack Annuity 7
    Fixed Indexed Annuity
    Foundations 7
    Strategic Growth Annuity
    Strategic Growth Annuity Plus
    Total Value Annuity
    Variable Annuity
    SecureDesigns® Variable Annuity (7 Year)

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