Advisor Toolkit
Practice Building and Client Engagement
As your dedicated partner, we want to ensure you have everything you need to succeed.
We have developed and curated a treasure trove of invaluable value-add resources to enable you to educate clients on planning for retirement as well as elevating your practice for greater success.
Our Practice Building and Client Engagement Content Hub is here to deliver relevant themes of curated sales ideas, brochures, presentations, and more.
Topics we aim to include:
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You must be appointed with Security Benefit to take advantage of our value-add library. Not yet appointed?
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Get Appointed Today
We will continually add new topics and resources to this page, so check back often! This library is one more way Security Benefit is here to help you have deeper conversations with your clients, build stronger relationships, and build your practice so you can continue taking your clients To and Through Retirement®.
Need InspIRAtion for Educating Clients on IRAs?
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
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
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
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
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 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
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
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