KENNESAW, GA – April 2nd, 2012 – The Impact Partnership and Security Benefit Life
Insurance Company (Security Benefit), a Guggenheim Partners Company, announced today
the launch of a new fixed index annuity product, the Total Value Annuity (TVA). With an initial
limited release to 2,000 advisors on April 2nd, 2012, the TVA is a proprietary product
offering three interest crediting options, including a fixed account with a guaranteed minimum
interest rate, and upside potential; it promises to give advisors previously unavailable options
for insuring their clients’ retirement income.
“We are thankful and thrilled to partner with Security Benefit in distributing the new Total Value
Annuity” said Steve Craig, CEO of The Impact Partnership. “We formed The Impact
Partnership to bring innovation and the highest service levels to our industry; now with Security
Benefit, we can announce one of the most innovative and effective products ever."
The Total Value Annuity will be one of the industry’s first fixed index annuities featuring an
uncapped index crediting option designed to be non-correlated to traditional asset classes*.
The TVA also offers a groundbreaking Death Benefit rider and a unique Income Rider.
Designed to be a top-of-the-line annuity product, this initial limited release speaks to its
The Impact Partnership, a partner of Security Benefit, is an Independent Marketing
Organization focused on addressing the growing need for marketing and service help in the
“We recruited coveted trainer and author Patrick Kelly, and the industry’s
only true radio expert, Joe Bayliss,” said Impact Partnership President Stephen Odom. “We’ve
partnered exclusively with FoxBusiness.com, and our Impact Evolution program gives our
advisors access to the best team of designers, writers, and graphic artists the industry has ever
assembled. We are really excited about the ways we help advisors help their clients.”
To learn more about The Impact Partnership, visit www.impactpartner.com.
Security Benefit is a Guggenheim Partners company, continuing their legacy for innovative
thinking and success. As one of the strongest financial firms in the world, Guggenheim Partners is committed to Security Benefit's financial strength and future growth. As a
Guggenheim Partners company, Security Benefit has moved to capitalize on Guggenheim’s
superior general account management capabilities to provide more consumers with better
retirement income solutions.
Security Benefit, a Guggenheim Partners Company, provides annuities to approximately
200,000 contract owners. Through its subsidiaries, Security Benefit's parent Security Benefit
Corporation is a leading provider of retirement plan services throughout the nation, primarily
in the education marketplace, and offers a variety of compelling and customized products. Its
se2 affiliate is an award-winning and nationally recognized provider of administrative
services for the insurance and financial services industry. Security Benefit is indirectly
controlled by Guggenheim Partners, LLC.
To learn more, go to www.securitybenefit.com.
*Depending on market conditions, a participation rate and spread may apply in the future.
The Security Benefit Total Value Annuity (form 5700 (3-12) and ICC12 5700 (3-12), a flexible purchase payment deferred fixed index annuity, the
Guaranteed Lifetime Withdrawal Benefit Rider (Income Rider, form 5720 (3-12) and ICC12 5720 (3-12), and the Guaranteed Minimum Death
Benefit Rider (Death Benefit Rider, form 5721 (3-12), optional riders for which a premium is deducted monthly, are issued by Security Benefit Life
Insurance Company, Topeka, KS. Product features, limitations and availability vary by State; see the Statement of Understanding for a description
of how the Total Value Annuity, the Income Rider and the Death Benefit Rider operate.
Fixed indexed annuities are not stock, bond or commodity market investments and do not directly participate in any equity, bond, other securities
or commodities investments. Market Indices do not include dividends paid on the underlying stocks, and therefore do not reflect the total return of
the underlying stocks; neither an Index nor any market-indexed annuity is comparable to a direct investment in the equity markets. Clients who
purchase indexed annuities are not directly investing in the equity, bond, or other securities or commodities markets.
Guarantees provided by annuities are subject to the financial strength of the issuing insurance company. Not a deposit. Not insured any federal
Impact Partnership | T: 800-380-5040 | F: 866-362-1950 | www.ImpactPartner.com