securitybenefit.com
Security Benefit - Financial Professionals
https://www.securitybenefit.com/financial-professionals.aspx
NEW TO SECURITY BENEFIT? Security Benefit and NYSE Closures. 800747.5164 - Option 3. In Good Order Guidelines. Security Benefit helps financial advisors to build their practices, through proven acquisition and retention systems, user-friendly products, and a high level of personal service. We earn your business every day by putting proven tools in your hands, that's how you gain and keep clients. Use the site to help you manage and grow your business and help your clients to and through retirement. If yo...
securitybenefit.com
Security Benefit - Forms
https://www.securitybenefit.com/resources/forms.aspx
NEW TO SECURITY BENEFIT? Select links to download forms (PDFs). Loan Application, Agreement and Promissory Note. Group Retirement Products Only). Loan Application, Agreement and Promissory Note. Fixed Annuities, Fixed Indexed Annuities, Variable Annuities). Use this form to establish a loan on your retirement account. Group Retirement Products Only). Fixed Annuities, Fixed Indexed Annuities, Variable Annuities). New York products Only). Group Retirement Products Only). New York Products Only). Saving For...
securitybenefit.com
Security Benefit - Registered Investment Advisors
https://www.securitybenefit.com/financial-professionals/channels/ria.aspx
NEW TO SECURITY BENEFIT? Security Benefit and NYSE Closures. 800747.5164 - Option 3. In Good Order Guidelines. Design the future with tax-deferred annuities for fee-only advisors. If you are a Registered Investment Advisor, visit our microsite. For product information, sales material and more. Security Flex 125 Program.
securitybenefit.com
Security Benefit
https://www.securitybenefit.com/financial-professionals/sellservicetrack/client-accounts.aspx
NEW TO SECURITY BENEFIT? Please log in to access this content. This content requires that you log in. Once you have successfully logged in, please reselect the desired content. NEW TO SECURITY BENEFIT? Security Flex 125 Program.
securitybenefit.com
Security Benefit - Appointment Status
https://www.securitybenefit.com/financial-professionals/sellservicetrack/appointment-status.aspx
NEW TO SECURITY BENEFIT? Security Benefit and NYSE Closures. 800747.5164 - Option 3. In Good Order Guidelines. Appointments are contingent upon approval. How do I get registered to sell Mutual Funds? If you are interested in selling our mutual fund products, please provide your name, address, business telephone number, Broker/Dealer and Social Security Number to the following email address: mawf@securitybenefit.com. How do I get registered to sell Annuities? Click to review our steps to Get Appointed.
securitybenefit.com
Security Benefit - Suitability & Compliance
https://www.securitybenefit.com/financial-professionals/sellservicetrack/compliance.aspx
NEW TO SECURITY BENEFIT? Sell/Service/Track Suitability and Compliance. Security Benefit and NYSE Closures. 800747.5164 - Option 3. In Good Order Guidelines. Staying compliant with regulations in the financial planning industry can feel overwhelming. Security Benefit offers the following resources to help you stay in compliance. Advertising Policies and Procedures. NAIC Suitability Model Requirements. Security Flex 125 Program.
securitybenefit.com
Security Benefit - 401(k) Defined Contribution
https://www.securitybenefit.com/financial-professionals/fp-resources/401k-defined-contribution.aspx
NEW TO SECURITY BENEFIT? Security Benefit and NYSE Closures. 800747.5164 - Option 3. In Good Order Guidelines. Learn about how the Security Benefit 401(k) suite of products can help you manage the new ERISA regulatory environment. Whether you need only 3(21) fiduciary guidance or complete 3(38) fiduciary coverage, we can help. Grow Your Business with 401(k). We're here to help you get there. Services - integrated fiduciary services and tools. Education - delivered via internet, paper or presentation.
securitybenefit.com
Security Benefit - Individuals
https://www.securitybenefit.com/individuals.aspx
NEW TO SECURITY BENEFIT? Planning for Your Future. It's never too early or too late to plan for your retirement. Security Benefit offers a host of investing products to meet your retirement goals no matter where you are in life - just getting started, currently saving, nearing retirement or retired. We can help you create an achievable and customized savings plan with the goal to meet your needs now and in the future. Access to our Administrative Service Forms for all our products.
securitybenefit.com
Security Benefit - 403(b) iPad App
https://www.securitybenefit.com/financial-professionals/fp-resources/ipad-apps.aspx
NEW TO SECURITY BENEFIT? Security Benefit and NYSE Closures. 800747.5164 - Option 3. In Good Order Guidelines. Check out the Foundations Income Calculator iPad App. Ever wonder how much your retirement savings could generate? Find out with the new. Foundations Income Calculator iPad App. Designed for financial professionals, but anyone can you use it, the app shows financial advisors and their clients exactly how the Security Benefit Foundations Fixed Indexed Annuity provides a better retirement income.
