Secure Foundation II:

Church Benefits Board’s In-plan Annuity

For those interested in annuities, Church Benefits Board (CBB) offers an in-plan annuity option entitled Secure Foundation II. Here are some highlights and advantages:

It retains the clergy housing allowance benefit, allowing retired ministers to exclude a portion of annuity payments from taxable income.
It provides guaranteed lifetime income, helping ensure you don’t outlive your retirement savings.
It offers upside potential & downside protection.
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

Interest Form

Company

This field is for validation purposes and should be left unchanged.

Name(Required)

First Last

Email(Required)

Enter Email Confirm Email

Phone(Required)

Does your employer participate in the CBB Retirement Plan?(Required)

Yes

Church/Employer:(Required)

Church/Employer Address:(Required)

Street Address City State ZIP Code

Financial Administrator Name:

First Last

Financial Administrator Email:

Enter Email Confirm Email

Financial Administrator Phone:

Additional information or questions:

In-Plan Annuity Interest Form

Secure Foundation II:

Church Benefits Board’s In-plan Annuity

Interest Form