At the American Red Cross's annual meeting on June 12, Security Benefit presented the agency with a check for $8,539 to support disaster relief efforts and assist those affected by recent tornadoes and storms. Security Benefit’s Charitable Trust contributed $5,000 of this total, with employees donating an additional $3,539. Over the past 20 years, Security Benefit and its employees have collectively contributed more than $300,000 to the American Red Cross. 🤝❤ #SBCares #GivingBack
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Clients needing a boost and protection right before retirement? Foundations Annuity, our advisors' new favorite FIA, gives clients a head start with a 1% bonus on first-year premiums. Bonus + competitive rates + flexible premiums = win/win for you and your clients! Learn more here: https://lnkd.in/gjRTRbrB #annuityawarenessmonth
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Looking to enhance client experience and expand your business? Join us in Nashville at Cetera’s Connect2Peers conference on July 17th at 1:15 p.m. for Sandro Forte, FCII, FPFS, FPSA, CSP's breakout session “Creating a World Class Client Experience”. #Connect2Peers
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Looking for a way to increase savings without incurring market risk? A fixed annuity can provide peace of mind, principal protection, and guaranteed interest. Your money will also grow tax-deferred. Check out these 9 ways a Fixed Annuity can complement your comprehensive approach to achieving your dream retirement. https://lnkd.in/gzkq7S_c #annuityawarenessmonth
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Curious to know what the future generation thinks about saving, retirement, and what their parents do at Security Benefit? Watch our adorable and heartwarming video featuring the kids of our team members. 💬👧🧒 Click Here to Watch: https://lnkd.in/gS-up_Q5 #FutureLeaders #RetirementTalk
2024 Security Benefit Bring Your Kid to Work Day
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Security Benefit is proud to be a Strategic Partner with ASBO International. The ASBO International’s Annual Conference and Expo will be held in Nashville, Tennessee September 18-20. This event brings together 1,000 school business leaders worldwide for engaging professional development, educational sessions addressing timely issues that impact school finance, networking opportunities, and the latest products and services in school business. Learn more here: https://lnkd.in/g52S-ZXd #ASBOACE24 #SchoolBusiness
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June is Annuity Awareness Month! Annuities may be a key part of your clients’ retirement mix, but their complexity often present challenges in client education and decision-making. We have developed educational tools to demystify annuities and help your clients make the best decisions for their retirement goals. Click Here to Learn More: https://lnkd.in/grKcWfGK #annuityawarenessmonth
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Curious about how your clients can benefit from fixed annuities? If they’re looking for a way to increase savings without incurring market risk, the Advanced Choice Annuity can provide peace of mind, principal protection, and guaranteed growth. Learn more here: https://lnkd.in/d7nKpBh #annuityawarenessmonth
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What key challenges do you face as an RIA? Join us on June 26 at 1:00 p.m CT along with AdvisorHub and DPL Financial Partners as we review key findings from the 2024 RIA Industry Insights Study and explore the increasing use of annuities, the importance of integrating these products into client portfolios, and the opportunities RIAs may be missing in the current market. Click Here to Register: https://lnkd.in/eUny2pGg
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