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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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.
Plan Wealth Transfers
Geared for Greatness
Geared for Greatness
Welcome to your practice management pit stop—loaded with value add tools to help you connect with your clients, educate them on the long race toward retirement, and gear up your practice for success.
Get Started
Market Jitters? Help Clients Navigate Market Volatility
Market Jitters? Help Clients Navigate Market Volatility
During periods of market volatility, making yourself responsive to client concerns is critical. Our resources give you tools to spark conversation, calm market jitters, and help clients navigate the market.
Ease Market Jitters
Client Strategies: Examining a Declining Rate Environment
Client Strategies: Examining a Declining Rate Environment
Explore market trends and access client-facing resources to educate, inform and empower clients to explore risk management solutions.
Navigate Declining Rates
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?
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?
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?
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?
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?
Need InspIRAtion for Educating Clients on IRAs?
We understand the significance of client conversations about IRAs for you and your practice, and we've created value-add tools to support you in guiding those discussions.
Helping Clients With IRAs
Women and Money
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
Maximizing Medicare for Your Clients
Your clients will make several financial decisions that affect how far their retirement savings stretch. One key factor is how they’ll pay for health care, even with Medicare.
How to Maximize Medicare
Introducing Annuities to Your Clients
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
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 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
Estate Planning for Clients With Special Needs Loved Ones
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 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
If your clients want strategies to reduce taxes and save more for retirement, consider how annuities can potentially offer safety and growth potential.
Read About Tax Savings