As more business becomes electronic, e-signature capabilities have become a necessity in the financial services industry to insure efficiency. While many financial professionals and their clients prefer to meet in person, we realize it’s not always feasible to do so.
To submit e-signatures to Security Benefit, your firm must have a license with a platform/service as well as a license from one of the approved e-signature vendors listed below.
We accept e-signature applications from the following vendors as long as the audit trail is provided:
Online Tools to Assist With Practice Management Efficiency and Effectiveness
Vendors we use are dedicated to helping financial professionals facilitate applications, reduce compliance risk, and enhance the overall efficiency and effectiveness of their practice management through comprehensive sales platforms.
For Annuity New Business
For Annuity and Mutual Fund New Business and Service Forms
It’s important that financial professionals follow all instructions on new business and service forms and provide any additional documents that might be required.
Application Acceptance Methods
We accept e-signature applications in the following ways:
Secure File Upload