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Security Benefit Life

Security Benefit

A retirement-focused insurer headquartered in Topeka, Kansas with more than 130 years of operating history - known for annuities, retirement plans, and a strong presence in the K-12 educator market, under Eldridge ownership.

Get my rate reportLive rates · 2026-06-23Visit website

Financial strength

A-

AM Best

A-

S&P Global

A-

Fitch

A

Morningstar DBRS

A- rated

Security Benefit carries A- (Excellent) from AM Best, with A- from S&P and Fitch and A (Good) from Morningstar DBRS.

Eldridge owned

Controlled by Eldridge, the investment firm led by Todd Boehly, since 2017.

Topeka, KS

Headquartered in Topeka, Kansas.

Founded 1892

More than 130 years of operating history, originally founded as the Knights and Ladies of Security.

Educator market

A notable presence serving K-12 education professionals alongside individual and institutional clients.

Analyze Security Benefit

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Fixed indexed annuity - accumulation

Growth FIAs

Selected product: Foundations Annuity (1-year)

An accumulation-focused fixed indexed annuity group with index-linked crediting and, for some versions, premium-bonus designs.

Current product options are grouped by buyer goal
Cap metrics are labeled by index, crediting method, and term
Fee-bearing and implausible cap values are excluded from the comparison
FIA5 current productsAM Best A-9.75% Cap Rate
Other current products
Read the full Foundations Annuity (1-year) review
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Explore Security Benefit products

Security Benefit’s lineup, grouped by what each product group is built to do. Current rates are pulled from the daily carrier rate service.

Fixed Index Annuity - Growth

Index-linked annuities built for protected growth, with caps, participation rates, and fixed-account options surfaced from live product data.

  • Growth-oriented FIAs grouped by accumulation purpose
  • Individual product pages carry current rates, terms, riders, and disclosures

Best for: Buyers comparing principal-protected growth potential before opening a product page for the full live strategy set.

Foundations Annuity (1-year)

An accumulation-focused fixed indexed annuity from an A- rated carrier with a meaningful up-front premium bonus and a wide crediting menu — annual point-to-point caps and participation strategies on a mix of recognizable benchmark and proprietary volatility-controlled indexes, plus an S&P 500 trigger and a fixed account — and no built-in income rider.

S&P 500 annual cap rate

9.65%

A.M. BestA-
Surrender7 yr
Free w/d10%/yr
States50
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Strategic Growth 7 (1-year)

A seven-year-surrender fixed indexed annuity from an A- rated carrier built for index-linked accumulation, with annual point-to-point caps on recognizable benchmark indexes alongside a deep menu of one- and two-year participation strategies on proprietary volatility-controlled indexes, and no income rider.

S&P 500 annual cap rate

9%

A.M. BestA-
Surrender7 yr
Free w/d10%/yr
States50
View live rates & details

Strategic Growth Annuity (1-year)

A ten-year-surrender fixed indexed annuity from an A- rated carrier built for index-linked accumulation, with annual point-to-point caps on recognizable benchmark indexes alongside a deep menu of one- and two-year participation strategies on proprietary volatility-controlled indexes, and no income rider or premium bonus.

S&P 500 annual cap rate

9.5%

A.M. BestA-
Surrender10 yr
Free w/d10%/yr
States50
View live rates & details

Strategic Growth Plus (1-year)

A ten-year-surrender fixed indexed annuity from an A- rated carrier with an up-front premium bonus and an accumulation chassis — annual point-to-point caps on recognizable benchmark indexes plus a menu of proprietary volatility-controlled participation strategies — and no income rider.

S&P 500 annual cap rate

6%

A.M. BestA-
Surrender10 yr
Free w/d10%/yr
States50
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Top Ridge Bonus Annuity (1-year)

A ten-year-surrender fixed indexed annuity from an A- rated carrier built around the largest up-front premium bonus in the carrier's current FIA lineup, with annual point-to-point caps on recognizable benchmarks plus a compact set of proprietary participation strategies, single-or-joint annuitization, and no income rider.

S&P 500 annual cap rate

6%

A.M. BestA-
Surrender10 yr
Free w/d10%/yr
States50
View live rates & details

Rates are pulled live from CANNEX via the AdvisorWorld data feed · 2026-06-23. Caps, payout rates, and guaranteed rates vary by state, premium band, and rider election — confirm current terms on each product page.

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Company overview

What Security Benefit is

Security Benefit Life Insurance Company, headquartered in Topeka, Kansas, is a retirement-focused insurer that provides annuities, retirement plans, mutual fund programs, and workplace retirement solutions for individuals, K-12 educators, and institutions.

June 2026 packet · Security Benefit research packet

Founded in 1892 and rooted in a mission of providing financial security to working families, Security Benefit has evolved into a significant retirement-focused carrier with more than 130 years of operating history.

June 2026 packet · Security Benefit research packet

On ARHQ, Security Benefit product cards and the analyzer are intentionally live-data driven: the profile supplies story and context, while product availability, rates, riders, caps, and guaranteed terms come from CANNEX-backed feeds.

At render · ARHQ carrier-page architecture; CANNEX via AdvisorWorld

Scale, labeled

Founded

1892

More than 130 years of operating history.

Founded 1892 · Security Benefit research packet

Headquarters

Topeka, KS

Headquartered in Topeka, Kansas.

June 2026 packet · Security Benefit research packet

Total admitted assets

~$56.98B

Total admitted assets reported as of December 31, 2024, with Total Adjusted Capital of $7.2 billion.

As of 2024-12-31 · Security Benefit research packet

Owner

Eldridge

Controlled by Eldridge (Todd Boehly) since 2017.

June 2026 packet · Security Benefit research packet

History highlights

Security Benefit was founded in 1892 as the Knights and Ladies of Security and later converted from a fraternal benefit society into a mutual legal reserve life insurance company.

Founded 1892 · Security Benefit research packet

Over more than 130 years, the company grew into a retirement-focused leader in annuities, retirement plans, educator markets, and income planning.

June 2026 packet · Security Benefit research packet

Ownership moved to a Guggenheim-led investor group in 2010 and to Eldridge in 2017.

June 2026 packet · Security Benefit research packet

From fraternal society to Eldridge ownership

Security Benefit operates through Security Benefit Life Insurance Company (SBL), which is wholly owned by SBL Holdings, Inc.

June 2026 packet · Security Benefit research packet

The company became privately owned in 2010 through an investor group led by Guggenheim Partners. In 2017, ownership transitioned to Eldridge, the investment company led by Todd Boehly, which remains the controlling owner today.

Eldridge ownership since 2017 · Security Benefit research packet

Security Benefit distributes products through Security Distributors, a wholly owned subsidiary of SBL, and is licensed in all states except New York.

June 2026 packet · Security Benefit research packet

Financial strength

AM Best

Current

A-

Excellent financial-strength rating; strong balance sheet and favorable business profile.

Affirmed 2025-01

Security Benefit research packet · current rating check

S&P Global

A-

Strong financial-strength rating; stable outlook.

Reaffirmed 2024-09

Security Benefit research packet

Fitch

A-

Strong financial-strength rating; stable outlook.

Reaffirmed 2024-08

Security Benefit research packet

Morningstar DBRS

A

Good financial-strength rating; effective capital management.

As of 2024-09

Security Benefit research packet

What makes Security Benefit different

Educator-market heritage

Security Benefit has a long-standing presence serving K-12 education professionals alongside individual and institutional retirement clients.

June 2026 packet · Security Benefit research packet

Eldridge ownership

Eldridge, the investment firm led by Todd Boehly, has been the controlling owner since 2017, following a Guggenheim-led private buyout in 2010.

June 2026 packet · Security Benefit research packet

Strong but not top-tier ratings

Security Benefit holds A- ratings from AM Best, S&P, and Fitch with stable outlooks - solid and investment-grade, though below the highest-rated mutual insurers.

June 2026 packet · Security Benefit research packet

Deep proprietary-index FIA menu

Security Benefit's accumulation FIAs pair benchmark caps and triggers with a deep menu of participation strategies on proprietary volatility-controlled indexes.

At render · ARHQ product catalog; CANNEX via AdvisorWorld

About Security Benefit

Security Benefit Life Insurance Company, headquartered in Topeka, Kansas, is a retirement-focused insurer founded in 1892 that specializes in fixed, fixed-indexed, and variable annuities, retirement plans, and educator-market solutions.

June 2026 packet · Security Benefit research packet

Now controlled by Eldridge, Security Benefit reported about $56.98 billion in total admitted assets as of year-end 2024 and distributes through a wide network of financial professionals.

As of 2024-12-31 · Security Benefit research packet

On ARHQ, Security Benefit product pages stay product-specific: the carrier hub frames the lineup and routes each live product to its own page for current rates, riders, state availability, and disclosures.

At render · ARHQ carrier-page architecture; CANNEX via AdvisorWorld

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Sources

  • Security Benefit website — 2026-06-20
  • Security Benefit research packet - overview, ownership, history, ratings, scale, and product architecture — June 2026 packet
  • Live product catalog, rates, ratings confirmation, riders, and strategy metrics: CANNEX via AdvisorWorld public API — At render

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