There's No
Substitute for
Investment Flexibility
A successful investment strategy is one that takes into consideration risk tolerance, diversification, and adherence to long-term goals. Security Benefit offers an expansive menu of proprietary and brand name investment options managed by top investment firms across the country. Investors have the flexibility to select the options that best reflect their objectives, choosing from funds that represent every asset class and investment discipline.

As our clients' investment requirements change, so does our value proposition. We continually expand our menu of options to meet our investors' distinct requirements.

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Financial Solutions
 

Individual Investor Programs

Employer-Sponsored Programs

Institutional Programs

  • After-Tax/Non-Qualified Plans

  • Traditional IRAs
  • Roth IRAs
  • Coverdell Education Savings Accounts
  • 457 Plans
  • 403(b) Plans
  • 403(b) ERISA Plans
  • 457 Top Hat Plans
  • Defined Benefit Plans
  • Healthcare Reimbursement Account (HRA) Programs
  • Customized Custody/Trust Plans
  • 401(k) Plans
  • 403(b)(7) Plans
  • SEP and SIMPLE IRAs
  • 401(a) Plans
  • Section 125 Plans
  • Funding Agreements
  • Separate Accounts
  • Collective Trusts
  • Guaranteed Investment Contracts
  • Single Premium Deposit Contracts
   
 

Underlying Investment Products

  

  • Fixed Annuities

  • Variable Annuities

  • Mutual Funds

  • Equity Separate Accounts

  • Commingled Accounts

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