How Do I Access the Advisory Platform?

Financial Professionals

To access Security Benefit’s Advisory Platform, Click on Sign In from the top navigation.  

Advisory Platform - Financial Professionals

Complete the Sign In process by entering your registered Username and Password.

Advisory Platform - Sign In


Upon successful sign in, the Advisory Platform is available by Clicking on the Rep Resources navigation menu and selecting "Advisory Platform".
 

Advisory Platform - Rep Resources Menu

A dashboard representing the business will display. The Advisory Platform is accessible within the Left Navigation menu. Click on "Advisory Platform" to proceed to the web-based service.

Advisory Platform - Dashboard

SB-10011-73 | 2021-07-02