Advisor Toolkit

Practice Building and Client Engagement

Your Go-To Resource for Growing Your Practice

At Security Benefit, we’re committed to helping you succeed. That’s why we’ve created the Advisor Toolkit—a collection of valuable resources designed to support your business and your clients.

Inside the Toolkit, you’ll find:

Curated sales ideas
Brochures and presentations
Educational materials to help clients plan for retirement.

We’re always adding new tools and topics, so be sure to check back often!

The Advisor Toolkit makes it easier to:

Start deeper conversations with clients.
Build stronger relationships.
Grow your practice and guide clients To and Through Retirement^®

Note: You must have a web account with Security Benefit to access these tools.

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Guiding Your Clients With Their Retirement Accounts

Helping Your Clients with Their Retirement Accounts

The money in your clients’ company retirement plans may represent one of their largest single assets. When it comes time to retire or leave their employer, what are their options?

Guide to Rollovers

Need InspIRAtion for Educating Clients on Stretch IRAs?

Stretching an Inherited IRA can help your client's beneficiaries avoid a large tax burden and allow the account to continue growing tax-deferred. Are you discussing this valuable strategy with your clients?

Help Clients Stretch IRAs

Need InspIRAtion for Educating Clients on Inherited IRAs?

Do you have clients who inherited an IRA and need to know their options? Use our resources to guide discussions and help your clients navigate their options to maximize benefits.

Guide to Inherited IRAs

Should Your Clients Do a Roth Conversion?

When helping your clients plan for retirement, they often face a choice: traditional pre-tax accounts or after-tax Roth accounts. Deciding which is better depends on your client's financial goals and tax strategy.

Explore Roth Conversions

Need InspIRAtion for Educating Clients on RMDs?

Discussing Required Minimum Distributions (RMDs) with your clients can help them make informed decisions about retirement income and taxes.

Learn More About RMDs

Need InspIRAtion for Educating Clients on IRAs?

As a financial professional, you understand the importance of educating clients on the complexities and advantages of IRAs. The more engaged you are in educating them, the more you will build trust and empower them to make informed decisions.

Helping Clients With IRAs

Women and Money

With more women than ever responsible for their financial well-being —and the financial well-being of their families — they must know how to save, invest, and plan for their future.

Read About Women & Money

Estate Planning Basics

Six Key Considerations of Estate Planning

Are your clients overwhelmed by the thought of going through the process of estate planning? Use these tools to guide them in such areas as wills and probate taxes, lifetime gifting, trusts, health care directives, and more.

Estate Planning Basics

Maximizing Medicare for Your Clients

As your clients get close to retirement, they will make several financial decisions that can affect how far their retirement savings will stretch. One of the most critical considerations is how they’ll pay for health care, even with Medicare coverage.

How to Maximize Medicare

Introducing Annuities to Your Clients

Our value-add tools, including a seminar and sales ideas, help you educate your clients on how annuities can fit into their overall retirement plan.

Introducing Annuities

Life Stage Investing for Your Clients

We have developed a set of value-add materials aimed at helping your clients understand their investment choices – no matter which life stage they are in.

View Life-Stage Investing

Retirement Challenges for Your Female Clients

Retirement Challenges for Women

Women face multiple retirement challenges that differ from those of men because they typically live longer, have less time to save, and continue to face a wage gap.

Overcome Retirement Challenges

Are You (And Your Clients) Ready for the Great Wealth Transfer?

Ready for the Great Wealth Transfer?

As trillions of dollars transfer from baby boomers to the next generations, many advisors fear beneficiaries will take their money elsewhere. Click through for tools to help you succeed during the Great Wealth Transfer.

Prepare for Wealth Transfers

Are Your Clients Social Security Savvy?

Help Your Clients Become Social Security Savvy

This Social Security overview outlines key considerations that can help your clients figure out timing for taking benefits based on their circumstances.

Learn more about Social Security

Family meeting with financial professional

Estate Planning for Clients With Special Needs Loved Ones

Clients will want to ensure their loved ones have the ongoing financial support to live as independently as possible.

Tips on Specialized Estate Planning

Clients as Caregivers: Helping Aging Parents Adapt to Change

Clients with aging parents may need adjustable and adaptive plans to help navigate their parent's financial affairs.

Read Clients as Caregivers

How Tax Deferral Can Boost Your Clients Savings Potential

A Great Time to Talk Tax Deferral

Your clients may be looking for strategies to relieve the tax burden and save more for retirement. This is an ideal time to talk with your clients about how tax deferral options like annuities can provide safety and security while allowing their assets to grow.

Read About Tax Savings