Security Benefit Foundations Annuity

 

A fixed-indexed annuity available for use within a 403(b), IRA, Non-qualified

Designed for members who need protection of principal

 

Retirement is a big step and one you've spent your whole career saving for and building. As you approach retirement, having the security of protecting your retirement savings becomes more and more important. The Foundations Annuity, a fixed index annuity, offers you the ability to participate in a portion of market upswings while being protected from all market loss. How? Through a number of index crediting strategies designed to work in a number of market conditions.

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Speak to your NEA Retirement Specialist to learn more about adding this product to your portfolio.

 

Helpful Resources

 

• Product Brochure (PDF)

• Forms

• Rate Sheet (PDF, an overview of returns on investment)

 

 

The Security Benefit Foundations Annuity, form 5800 (11-10) and ICC10 5800 (11-10), a flexible purchase payment deferred fixed indexed annuity, is issued by Security Benefit Life Insurance Company. Product features, limitations and availability may vary by state.  

 

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.

 

The NEA Retirement Program (“NEA Program”) provides investment products for retirement plans sponsored by school districts and other employers of NEA members and individual retirement accounts established by NEA members. Security Distributors and certain of its affiliates (collectively, “Security Benefit”) make these products available to plans and accounts pursuant to an agreement with NEA’s wholly owned subsidiary, Member Benefits (“MB”), which markets the NEA Program. Security Benefit has the exclusive right to offer the products directly or through other authorized broker/dealers, and MB in marketing the NEA Program generally may not enter into arrangements with other providers of similar investment programs or otherwise promote to NEA members or their employees any investment products that compete with the NEA Program products. Security Benefit pays an annual fee to MB under the agreement. You may wish to take into account this agreement and arrangement when considering and evaluating any communications relating to NEA Retirement products.

 

NEA and MB are not affiliated with Security Benefit. Neither NEA nor MB is a registered broker/dealer. All securities brokerage services are performed exclusively by your sales representative’s broker/dealer and not by NEA or MB.

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NEA, NEA Member Benefits and the NEA Member Benefits logo are registered service marks of NEA Member Benefits.