8 | Strategic Growth Plus Annuity
About Security Benefit
At Security Benefit, we’ve become one of America’s leading retirement companies by offering a compelling and customized suite of retirement savings and income products to help pre- and post-retirees achieve a secure retirement. We’re proud of our more than 130-year history of serving the retirement needs of individuals from all walks of life, all across America. Through the expertise of our investment team and our exceptional customer service, we continue to deliver on our long-standing reputation for excellence. We’re here to provide solutions that lead up to and carry you through your retirement years. All of this is built upon a solid financial foundation that enables us to deliver on our promises. For more information about our financial strength and ratings, please visit SecurityBenefit.com.
Security Benefit Life Insurance Company is not a fiduciary and the information provided is not intended to be investment advice. This information is general in nature and intended for use with the general public. For additional information, including any specific advice or recommendations, please visit with your financial professional. The Security Benefit Strategic Growth Plus Annuity, a modified single premium, deferred fixed index annuity contract is issued by Security Benefit Life Insurance Company (SBL). In most states, the Strategic Growth Plus Annuity is issued on form 5600 (9-19). In Alaska, Connecticut, Idaho, Indiana, Maryland, Massachusetts, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington, the Strategic Growth Plus Annuity form is ICC19 5600 (9-19). Guarantees provided by annuities are subject to the financial strength of the issuing insurance company. Annuities are not FDIC or NCUA/NCUSIF insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity. Fixed index annuities are not stock market investments and do not directly participate in any equity, bond, other security, or commodities investments. Unless otherwise stated, indices do not include dividends paid on the underlying stocks and therefore do not reflect the total return of the underlying stocks. Neither an index nor any fixed index annuity is comparable to a direct investment in the equity, bond, other security, or commodities markets. “S&P 500 ® Index,” “S&P 500 ® Low Volatility Daily Risk Control 5% Index,” “S&P 500 ® Factor Rotator Daily RC2 7% Index,” and “S&P Multi-Asset Risk Control 5% Index” are products of S&P Dow Jones Indices LLC, a division of S&P Global, or its affiliates (SPDJI) and Standard & Poor’s Financial Services LLC, and have been licensed for use by Security Benefit Life Insurance Company (SBL). Standard & Poor’s ® and S&P ® are registered trademarks of Standard & Poor’s Financial Services LLC, a division of S&P Global (S&P); Dow Jones ® is a registered trademark of Dow Jones
Trademark Holdings LLC (Dow Jones); third party licensor trademarks are trademarks of Standard & Poor’s Financial Services LLC and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by SBL. SBL’s Strategic Growth Plus Annuity is not sponsored, endorsed, sold, or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, or Standard & Poor’s Financial Services LLC, and none of such parties make any representation regarding the advisability of investing in such product nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 ® Index, S&P 500 ® Low Volatility Daily Risk Control 5% Index, S&P 500 ® Factor Rotator Daily RC2 7% Index, or S&P Multi-Asset Risk Control 5% Index. Neither Barclays Bank PLC ( BB PLC ) nor any of its affiliates (collectively Barclays ) is the issuer or producer of the Strategic Growth Plus Annuity (collectively, the Product ) and Barclays has no responsibilities, obligations or duties to purchasers in the Product. The Morningstar Wide Moat Focus Barclays VC 7% Index ER (the Index), together with any Barclays indices that are components of the Index, is a trademark owned by Barclays and, together with any component indices and index data, is licensed for use by Security Benefit Life Insurance Company (Security Benefit) as the issuer or producer of the Product (the Issuer ). Barclays’ only relationship with the Issuer in respect of the Index is the licensing of the Index, which is administered, compiled and published by BB PLC in its role as the index sponsor (the Index Sponso r) without regard to the Issuer or the Product or purchasers in the Product. Additionally, Security Benefit as issuer or producer of the Product may for itself execute transaction(s) with Barclays in or relating to the Index in connection with the Product. Purchasers acquire the Product from Security Benefit and purchasers neither acquire any interest in the Index nor enter into any relationship of any kind whatsoever with Barclays upon making an investment in the Product. The Product is not sponsored, endorsed, sold or promoted by Barclays and Barclays makes no representation regarding the advisability of the Product or use of the Index or any data included therein. Barclays shall not be liable in any way to the Issuer, purchasers or to other third parties in respect of the use or accuracy of the Index or any data included therein.
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