A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Wednesday, August 19, 2026The Morning Brief →Sign in
RIA

Security Benefit's Blueprint annuity lands on Barron's 2026 best list

The three-year surrender charge is the feature RIAs should weigh most.

Security Benefit's Blueprint fixed index annuity, launched in June, has been named to Barron's 100 Best Annuities for 2026. The Topeka, Kan., insurer announced the honor Aug. 18. Barron's ran its screen on a hypothetical $200,000 investor, using a pricing database from Cannex. The field was limited to insurers with an AM Best financial strength rating of A- or better.

The list arrives early in the product's life. Dave Byrnes, head of distribution, pitches Blueprint as a principal-protected alternative to CDs, Treasuries, and money market funds, and as a part of a fixed income ladder. Doug Wolff, the CEO, said in the announcement that advisors can use the contract to adapt plans to clients' goals.

A shorter surrender clock

Surrender length is the product's distinguishing feature. Barron's lists the contract with a five-year surrender and guarantee period. Security Benefit goes shorter: it says Blueprint is among the industry's only fixed index annuities offering guarantee-period fixed account rates and index account caps inside a three-year surrender charge period. A three-year charge period shortens the client's commitment, and the insurer argues that lowers renewal-rate concern.

RIAs working the insurance channel can use the Barron's listing as a third-party reference point to show clients. Security Benefit also points advisors to its results in the J.D. Power 2026 U.S. Life & Annuity Distribution Partner Experience Study. The three-year term does the actual work here: it cuts the commitment indexed annuities usually demand, leaving more room to reposition a plan when rates move.

The actual test comes after the surrender period ends, when renewal behavior gets set. Blueprint's three-year design brings that moment sooner.

Sources & further reading
GlobeNewswire
More from PWD
Moves

HighWater's $2.4B U.S. Bank team lands on LPL via Quotient

The San Diego team's move shows bank employee advisors are the latest front in the independent channel's recruiting war.
Features

Blackstone sells BREIT's easiest exit to fund its longest bet

Selling self-storage to build data centers, BREIT trades cash-out speed for a wait on AI returns while redemption queues lengthen.
Elsewhere in the networkAll titles →
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.