TAX DEFERRAL RESOURCES
Click here for our consumer-facing, easy-to-reference materials on tax-related topics and strategies to help your clients make informed tax management decisions on their investments, including our 2017 Quick Reference Tax Guide, Capital Gains Tax Overview, Tax Deferral Overview and more.
Not for use in New York.
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Investing in a variable annuity through a tax-qualified contract such as an IRA offers no additional tax benefit. Security Benefit does not offer investment advice or tax-benefit advice. Annuities are long-term investments, suitable for retirement investing The investment return and principal value of an investment in a variable annuity will fluctuate and you may have a gain or loss at redemption.
In all states except New York, the EliteDesigns & EliteDesigns II variable annuities (form V6029) are flexible purchase payment deferred variable annuities issued by Security Benefit Life Insurance Company (SBl). Variable annuities are distributed by Security Distributors, a subsidiary ofa subsidiary of SBL. SBL is a subsidiary of Security Benefit Corporation (“Security Benefit”). EliteDesigns and EliteDesigns II may not be available in all states. The obligations under the EliteDesigns and EliteDesigns II Variable Annuities are solely those of the issuing Insurer.
If the cost and resources behind effective tax management
are keeping you from addressing your clients' tax concerns,
it could be costing you more than you think.