WE'RE HERE TO HELP YOUR CLIENTS
To and Through Retirement®
Welcome to Security Benefit
With more than 50 years of focus on the retirement savings industry, we are dedicated to your success as a financial professional and helping your clients reach their retirement goals at any stage of their journey.
This resource center has been created to help you:
- Get appointed to conduct business
- Register for our website to access client accounts and sales materials
- Obtain Compliance and In Good Order guidelines
Contact your dedicated sales support team for more information.
We look forward to our collaboration in helping your clients To and Through Retirement®.
Getting Started
Step 1: Get Appointed
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. Appointment is not required to sell Mutual Fund Custodial Products.
Step 2: Register for an account on SecurityBenefit.com
SecurityBenefit.com gives you access to:
- View and manage your clients’ accounts
- Obtain client-approved presentations and sales ideas and order materials to help you build your brand and strengthen relationships with your clients
- Subscribe to email notifications to stay informed about product updates and receive bi-weekly rate updates for fixed and fixed index annuities
Step 3: Review suitability and compliance requirements
We also offer resources on Advertising Policies and Procedures, Anti-money Laundering Training, NAIC Suitability Model Requirements, and RegEd training.
Step 4: Submit Business in Good Order
At Security Benefit, we have the same goals for each new business application you write. Follow our In Good Order Guidelines to assure each new business application is complete and processed by us in the specified time.
Would you like to do business virtually?
Contact Us
We’re here to help your clients To and Through Retirement®.