Tax Alpha

A study shows that 89% of your affluent clients were concerned about taxes. Nearly 40% of them were expecting tax management strategies.¹

What strategies are you using to meet client demand? How are you ensuring more of your clients' investment earnings are working for them and not for Uncle Sam?

Welcome to a simpler way of achieving Tax Alpha - a strategy that uses a broad tax-deferred investment platform to boost after-tax portfolio value as an alternative to using more time consuming tax management strategies. Advisors are using the EliteDesigns^® suite of investment-oriented variable annuities as an efficient strategy to achieve Tax Alpha for their clients.

Broad Investments + Tax Deferral = Efficient Tax Alpha

No 1099s on investment income during accumulation
300+ underlying funds across broad asset classes
No additional risk over taxable strategies
Cost efficient - helps reduce fee drag
Investment-oriented - clients don't pay for living benefits they don't need
No surrender charges
No trading costs, no holding periods
Flexible to your practice - for registered reps and fee-based advisors

¹Source: Donald Liebenson, Millionaire Corner, November 30, 2012. "Affluent Households Brace for Tax Increases"

© Security Benefit. All Rights Reserved.
Privacy Statement | Notice of Privacy | Business Continuity | Legal Information | Domestic Violence Confidential Communication

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.

For additional information, contact us at 800.747.5164, option 3.

For Financial Professional Use Only \| 99-00470-51 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.

For Financial Professional Use Only | 99-00470-51
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.

For Fee-based Advisors | C-share for Registered Reps

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.