Financial Professionals

During periods of market volatility, making yourself responsive to client concerns is critical. Our resources give you tools to help spark conversation, calm market jitters and help clients navigate the market.

Explore market trends and access client-facing resources to educate, inform and empower clients to explore risk management solutions.

When markets are in flux and rates are declining, it can be daunting to clients and advisors alike. Explore market trends and access client-facing resources to educate, inform and empower clients to explore risk management solutions.

Toby Leonard, Assistant Vice President of Product Development at Security Benefit, was interviewed by Paul Tyler for "That Annuity Show." He discusses the evolution of annuities, particularly fixed index annuities, and their role in financial planning.

Aaron Tallen, Security Benefit's Vice President, Head of Distribution Ops & 401k Defined Contributions, recently spoke with Kiplinger about the risks of Roth 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?

When you carefully plan who will inherit your IRA, your beneficiaries may be able to continue growing the funds tax-deferred and create generational wealth.

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.