About SBG 03

Access to Innovation

We were the first company to market a stable value mutual fund through financial advisors.

Security Benefit has an extensive track record of engineering innovative, client-driven investment strategies. We were one of the first companies to offer variable annuities, and then include features such as dollar-cost averaging and automatic asset reallocation within these products.² Moreover, we were the first company to market a stable value mutual fund, the Security Capital Preservation Fund, through financial advisors.³

Our AdvisorDesigns^® program, which is a first-of-its-kind unbundled variable annuity for the registered investment advisor (RIA) market, includes broad investment choice, features sector rotation and asset allocation support, and allows for complete contract design flexibility.⁴

flexibility

"Security Benefit and Rydex are very well matched. We are both entrepreneurial companies that share a creative approach to product development. Security Benefit's responsiveness and innovation are key to the partnership - one that has proven really successful in a short period of time."

SKIP VIRAGH
Founder of Rydex Investments

Security Benefit has also engineered new savings strategies for retirement plan sponsors and their participants.

Our full-service approach provides plan sponsors and participants with one-on-one financial planning sessions. Independent financial advisors offer counsel on investment selection, lead retirement planning seminars, and conduct annual account reviews to modify and consolidate accounts as necessary.
Our self-service approach allows plan sponsors and participants to manage their accounts online 24 hours a day, seven days a week. Easy to use and cost-effective, this approach allows clients to plan and invest for retirement, select investment options, and manage various account transactions.

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