Total Value Annuity – Security Benefit – Your Questions Answered

Do you have questions about the Total Value Annuity from Security Benefit?

Here’s a video with the answers to the 15 most common questions that people ask about the Total Value Annuity – TVA- Issued by Security Benefit Life Insurance Company

Are you a baby boomer or someone getting closer to retirement and you have heard about the Total Value Annuity, but you’re just not sure if its right for you or not? Perhaps you aren’t real sure where to get some factual information so you can make an informed decision as to whether you should put money into this annuity or not.

The 15 most common questions about this annuity are answered in the video above.

In it you’ll discover:

  • What’s your liquidity if you need to withdraw money?
  • What are the fees of the Total Value Annuity?
  • How does the income rider work?
  • What happens to your annuity if you die?
  • What are the surrender charges if you want to get all your money back early?
  • Can you get joint income for you and your spouse?

Choosing to put a portion of your overall nest egg into the Total Value Annuity may be appropriate for you, and it may not be. The best way to find out is to speak with a licensed professional. If you would like to chat with me for a few minutes about the Total Value Annuity, I set aside a few 30 minute time blocks each week where you can ask me whatever you would like, without any pressure to buy anything.

If you would like to schedule a phone appointment you can do that here.

If you would like an illustration of the Total Value Annuity sent to you via email, fill out the form below.

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The Security Benefit Total Value Annuity, form 5700 (3-12) and ICC12 5700 (3-12), a fixed index flexible premium deferred annuity contract, is issued by Security Benefit Life Insurance Company. Product features, limitations and availability may vary by state.


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