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Security Benefit Life
Foundations 7
A Fixed Indexed Annuity with a 7-year surrender period.
This product is not available in *** *** *** *** *** *** *** *** ***
Ratings
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A.M. Best : A- |
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Fitch: A- |
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Standard & Poor's: A- |
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Rates
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Current Rates xx/xx/xxxx |
Guaranteed Minimum Values |
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Cap |
Spread |
Part Rate |
Cap |
Spread |
Part Rate |
| 2 Year S&P 500® Factor Rotator Daily RC2 7% Point to Point
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***
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***
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| 2 Year S&P 500 Annual Point-to-Point Low Volatility Risk Control 5%
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***
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***
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| 2 Year S&P Multi-Asset Risk Control (MARC) 5% Participation
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***
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***
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| Morningstar Wide Moat Focus Barclays VC 7% 2 Year Participation
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***
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***
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| Morningstar Wide Moat Focus Barclays VC 7% Annual Participation
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***
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***
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| MSCI EAFE Annual Point-to-Point
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***
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***
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*** |
*** |
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| NASDAQ-100® Annual Point-to-Point
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***
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***
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*** |
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| Russell 2000® Small Cap Annual Point-to-Point
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***
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***
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| S&P 500 Annual Average
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***
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***
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| S&P 500 Annual Point-to-Point
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***
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***
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| S&P 500 Annual Point-to-Point Low Volatility Risk Control 5%
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***
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***
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| S&P 500 Annual Point-to-Point with Trigger Rate
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Trigger: 7.65
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***
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| S&P 500 Monthly Sum
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***
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***
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*** |
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| S&P 500® Factor Rotator Daily RC2 7% Annual Point to Point
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***
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*** |
***
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*** |
*** |
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| S&P Multi-Asset Risk Control (MARC) 5% Annual Participation
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***
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***
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| Fixed
(Rate guaranteed for 1
Year)
|
*.** %
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*.** %
|
|
State Specified Minimum Interest Rate: ****
Premium Bonus
| Year: |
1 |
|
| Bonus Rate: |
****
|
|
The @annuityna --[ 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: |
|
***** |
***** |
***** ***** ***** ****** *** **** * ***** ****** *** ****** ***** ** ******** ***
***** ***** ***** ****** *** **** * ***** ***** ***** ***** ****** *** **** * *****
|
|
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Systematic Withdrawals
Systematic withdrawals are ***** ** *** ****** ****
*****************: **** ****** **** *****
**** *** ***** ** $****.**
*** *** ****** *** $****.**
**** ***** ******* ***** ******* * ****** ***** ****
MVA Explanation
|
Not available in AK CA IN MN MO NH NJ OH OR PA SC TX UT WA
|
In order to more effectively manage changing market c --[ subscription required to view full text ]--
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******** ******** ******** ****, *** ****** **** **** *** ********* **** *******, ** ********** ****** ** ******** **** **** *******. **********, ** ****** ******** ***** *** **** **** *.**% ***** **** **** *** ********* **** *******, ** ********** ****** **** ** ***** ** **** *******, ***** ******* ***
****** ******** **** **** ********. *** *** **** *** ***** ** *********** **** *** **** **** *** **** ********** ****** ** ** *** ***** ******* **** ****
*** ***** ** *** ********* ** *** ***** ** *** ***** ***** ** *** ***** ***** ** *** ****** ** *** *********. *** *** **** *** ***** ** *** ******.
Commissions
|
Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.
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Related Information
Other Security Benefit Life Products
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