PARTICIPATION AGREEMENT as of April 30, 2007 Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. Security Benefit Life Insurance Company Security Distributors, Inc.Participation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • California
Each Class 2 Portfolio named on Schedule C of this Agreement is eligible to receive a maximum annual payment rate of 0.25% stated as a percentage per year of that Portfolio's Class 2 average daily net assets, pursuant to the terms and conditions referenced below under its Class 2 Rule 12b-1 Distribution Plan.
PARTICIPATION AGREEMENTParticipation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • Massachusetts
THIS AGREEMENT, dated as of the 22nd day of November, 2010, by and among SECURITY BENEFIT LIFE INSURANCE COMPANY (the "Company"), a Kansas life insurance company, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto which may be updated from time to time for the convenience of the parties, (each separate account hereinafter referred to as the "Account"), Security Distributors, Inc., a Kansas corporation registered as a broker-dealer (“SDI”), DWS VARIABLE SERIES I, DWS VARIABLE SERIES II and DWS INVESTMENTS VIT FUNDS (individually, a "Fund"), each a Massachusetts business trust created under a Declaration of Trust, as amended, DWS INVESTMENTS DISTRIBUTORS, INC. (the "Underwriter"), a Delaware corporation, and DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC., a Delaware corporation (the “Adviser”). The parties agree that a single document is being used for ease of administration and that this Agreement shall be treated as if it were a
PARTICIPATION AGREEMENT Among Security Benefit Life Insurance Company, Third Avenue Variable Series Trust, and Third Avenue Management LLCParticipation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • Kansas
THIS AGREEMENT, dated as of the 1st day of December, 2010, by and among Security Benefit Life Insurance Company, (the "Company"), a stock life insurance company organized under the laws of the State of Kansas, on its own behalf and on behalf of each segregated asset account of the Company currently in existence or hereafter created, as set forth on Schedule A hereto, which may be updated from time to time for the convenience of the parties, (each an “Account"), Third Avenue Variable Series Trust (the "Fund"), a Delaware business trust, and Third Avenue Management LLC (the "Adviser"), a Delaware limited liability company.
PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST, SECURITY BENEFIT LIFE INSURANCE COMPANY AND MASSACHUSETTS FINANCIAL SERVICES COMPANYParticipation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • Massachusetts
THIS AGREEMENT, made and entered into this 21st day of September 2005, by and among MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust (the “Trust”), SECURITY BENEFIT LIFE INSURANCE COMPANY, a stock life insurance company organized under the laws of the State of Kansas (the “Company”) on its own behalf and on behalf of each of the segregated asset accounts of the Company set forth in Schedule A hereto, as may be amended from time to time (the “Accounts”), and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (“MFS”).
PARTICIPATION AGREEMENT Security Benefit Life Insurance CompanyParticipation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • Kansas
This Participation Agreement (“Agreement”), dated as of the 25 day of August, 2010, is made by and between SECURITY BENEFIT LIFE INSURANCE COMPANY (“Company”), on behalf of itself and each of the separate accounts identified on Exhibit A, which is attached hereto, as the parties hereto may update from time to time for the convenience of the parties, (“Accounts”), WADDELL & REED, INC. (“W&R”), distributor for Ivy Funds Variable Insurance Portfolios, and IVY FUNDS VARIABLE INSURANCE PORTFOLIOS (“Ivy Funds VIP”).
PARTICIPATION AGREEMENT Among VAN ECK VIP TRUST, VAN ECK SECURITIES CORPORATION, VAN ECK ASSOCIATES CORPORATION and SECURITY BENEFIT LIFE INSURANCE COMPANYParticipation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • New York
THIS AGREEMENT, made and entered into to be effective on February 1, 2011, by and among SECURITY BENEFIT LIFE INSURANCE COMPANY (hereinafter the “Company”), a Kansas corporation, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto and incorporated herein by this reference, as such Schedule A may from time to time be updated for the convenience of the parties hereto (each such account hereinafter referred to as the “Account”), and VAN ECK VIP TRUST, an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (hereinafter the “Fund”), VAN ECK SECURITIES CORPORATION (hereinafter the “Underwriter”), a Delaware corporation and VAN ECK ASSOCIATES CORPORATION (hereinafter the “Adviser”), a Delaware corporation.
FRED ALGER & COMPANY, INCORPORATED PARTICIPATION AGREEMENTParticipation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • New York
THIS AGREEMENT is made this 31st day of October, 2010, by and among The Alger Portfolios (the “Trust”), an open-end management investment company organized as a Massachusetts business trust, Security Benefit Life Insurance Company, a life insurance company organized as a corporation under the laws of the State of Kansas (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth in Schedule A, as may be updated from time to time for the convenience of the parties (the “Accounts”), and Fred Alger & Company, Incorporated, a Delaware corporation, the Trust’s distributor (the “Distributor”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • New York
THIS AGREEMENT is executed as of March 16, 2011, and effective as of April 1, 2011, by and among BLACKROCK VARIABLE SERIES FUNDS, INC. an open-end management investment company organized as a Maryland corporation (the “Fund”), BLACKROCK INVESTMENTS, LLC (“BRIL”), a broker-dealer registered as such under the Securities Exchange Act of 1934, as amended (the “Underwriter”), BLACKROCK ADVISORS, LLC (“BAL”), a duly registered investment adviser under the Investment Advisers Act of 1940, as amended, and SECURITY BENEFIT LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the state of Kansas (“Company”), on its own behalf and on behalf of each separate account of the Company set forth on Schedule A, as may be amended from time to time (the “Accounts”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • New York
THIS FUND PARTICIPATION AGREEMENT ("Agreement") made as of the 2nd day of February, 2011, by and between Lord Abbett Series Fund, Inc. (the "Fund") a Maryland Corporation, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a "Portfolio") and collectively, the "Portfolios") Lord Abbett Distributor LLC, a New York limited liability company (the "Distributor"), and Security Benefit Life Insurance Company (the "Company"), a life insurance company organized under the laws of the State of Kansas.
PARTICIPATION AGREEMENT AMONG SECURITY BENEFIT LIFE INSURANCE COMPANY, SECURITY DISTRIBUTORS, INC., AND AMERICAN CENTURY INVESTMENT SERVICES, INC.Participation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv
PARTICIPATION AGREEMENT AMONG SECURITY BENEFIT LIFE INSURANCE COMPANY, SECURITY DISTRIBUTORS, INC., GOLDMAN SACHS ASSET MANAGEMENT, L.P GOLDMAN SACHS TRUST, AND GOLDMAN SACHS & CO.Participation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • New York
THIS AGREEMENT, dated as of the 13th day of October, 2006, by and among Security Benefit Life Insurance Company, (the "Company"), a stock life insurance company organized under the laws of the State of Kansas, on its own behalf and on behalf of each segregated asset account of the Company currently in existence or hereafter created (each an "Account"), Security Distributors, Inc., a Kansas corporation ("SDI") Goldman Sachs Trust (the "Trust"), a registered open-end management investment company organized under the laws of Delaware, Goldman Sachs & Co. (the "Distributor"), a New York limited partnership, and Goldman Sachs Asset Management, L.P., a Delaware limited partnership (the "Adviser").
PARTICIPATION AGREEMENT Among First Security Benefit Life Insurance and Annuity Company of New York, Panorama Series Fund, Inc., and OppenheimerFunds, Inc.Participation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • Kansas
THIS AGREEMENT, dated as of the 1st day of February, 2011, by and among Security Benefit Life Insurance Company, (the "Company"), a stock life insurance company organized under the laws of the State of Kansas, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto, as may be updated from time to time for the convenience of the parties (each an “Account"), Panorama Series Fund, Inc. (the "Fund"), an open-end management investment company organized under the laws of the State of Maryland, and OppenheimerFunds, Inc. (the "Adviser"), a corporation organized under the laws of the State of Colorado.
PARTICIPATION AGREEMENT AMONG AND SECURITY BENEFIT LIFE INSURANCE COMPANYParticipation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • Maryland
THIS AGREEMENT, made and entered into as of this 28th day of September, 1999 by and among Security Benefit Life Insurance Company (hereinafter, the "Company"), a Kansas insurance company, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each account hereinafter referred to as the "Account"), and the undersigned funds, each, a corporation organized under the laws of Maryland (each hereinafter referred to as the "Fund") and T. Rowe Price Investment Services, Inc. (hereinafter the "Underwriter"), a Maryland corporation.
PARTICIPATION AGREEMENTParticipation Agreement • April 15th, 2011 • SBL Variable Annuity Account Xiv • Kansas
THIS AGREEMENT, dated as of the 1st day of May, 2003, by and among Security Benefit Life Insurance Company, (the “Company”), a stock life insurance company organized under the laws of the State of Kansas, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto, as may be amended from time to time (each an “Account”), Oppenheimer Variable Account Funds (the “Fund”), an open-end management investment company organized under the laws of the State of Massachusetts, and OppenheimerFunds, Inc. (the “Adviser”), a corporation organized under the laws of the State of Colorado.
ENDORSEMENTRoth Ira Endorsement • April 15th, 2011 • SBL Variable Annuity Account Xiv
This contract is established as a Roth IRA as defined in Section 408A of the Internal Revenue Code of 1986, as amended (the "Code") or any successor provision, pursuant to the Owner's request in the Application. Accordingly, this endorsement is attached to and made part of the Contract as of its Issue Date or, if later, the date shown below. Notwithstanding any other provisions of the Contract to the contrary, the following provisions shall apply.
ENDORSEMENTIndividual Retirement Annuity Endorsement • April 15th, 2011 • SBL Variable Annuity Account Xiv
This contract is established as an Individual Retirement Annuity ("IRA") as defined in Section 408 of the Internal Revenue Code of 1986, as amended (the "Code") or any successor provision pursuant to the Owner's request in the Application. Accordingly, this Endorsement is attached to and made part of the Contract as of its Issue Date or, if later, the date shown below. Notwithstanding any other provisions of the Contract to the contrary, the following provisions shall apply.
TAX SHELTERED ANNUITY ENDORSEMENT TAX SHELTERED ANNUITY ENDORSEMENTTax Sheltered Annuity Endorsement • April 15th, 2011 • SBL Variable Annuity Account Xiv
This Contract is a Tax Sheltered Annuity (“TSA”) under Section 403(b) of the Internal Revenue Code of 1986, as amended (the “Code”), as applied for by the Owner. This Endorsement is part of the Contract as of the issue date or, if later, the date shown below. If this is a group contract, the “Owner” includes the Participant and the “Contract” includes the Participant’s Certificate. This Contract is subject to the requirements of Code Section 403(b), which are part of the Contract and are summarized in this Endorsement.
