we're here to help your clients
To and Through Retirement®
Getting Started
You must first get appointed to sell a Security Benefit fixed, fixed index, or variable annuity. Once you are appointed, you will receive a welcome email to guide you through your first sale.
Please note, completed appointment documents must be submitted to LPL's Registration Services team by email or fax at:
Email: [email protected]
Fax: 858-202-8350
Your welcome email will include instructions on how to register for an account on SecurityBenefit.com, which will allow you to access your client accounts, order sales materials, and view rates, prices and performance.
We also offer resources on Advertising Policies and Procedures, Anti-money Laundering Training and NAIC Suitability Model Requirements.
At Security Benefit, we have the same goals for each new business application you write. Follow our In Good Order Requirements to assure each new business application is complete and processed by us in the specified time.
About Security Benefit
Through a combination of product innovation, exceptional investment management, and a unique distribution strategy, Security Benefit has become a leader in the U.S. retirement industry.
Contact Us
We’re here to help your clients To and Through Retirement®.