Secure Foundation II:

Church Benefits Board’s In-plan Annuity

For those interested in an annuity, Church Benefits Board offers an in-plan annuity option entitled Secure Foundation II. Here are some highlights and advantages of this in-plan annuity product:

Upside Potential & Downside Protection

Guaranteed Lifetime Income

Distributions are available as tax-free Housing Allowance distributions

Portability within the CBB plan

Extremely low annual fee. There are no commissions charged, unlike other annuity providers.

View the Secure Foundation II Brochure

Church Benefits Board In Plan Annuity Secure Foundation II

In-plan Annuity Interest Form

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