Financial Professionals
Rain or Shine: Five Diverse Factor Indices in a Single Index
With the S&P 500® Factor Rotator Daily RC2 7% Index, you have access to two Index Accounts that offer credits based upon Factor Investing, a strategy designed to enhance diversification, generate above market returns and manage risk.
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How the stretch feature on inherited non-qualified annuities works for your clients
When planning a client's legacy, what if you could…
- Help avoid a large taxable event for your client's beneficiary, and even a successor beneficiary?
- Continue growing your client's money, compounded by tax deferral?
- Offer your client's beneficiary complete acc
Product fee waiver for money market funds expiring soon
Reminder: Product fee waiver for money market funds in our mutual fund custodial platforms will expire on June 30, 2021.
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Advisory Platform Tutorial Videos
Explore these explainer videos to learn the ins and outs of the Advisory Platform.
Security Benefit Advisory Platform Capabilities
NEW! - Advisors with fee access can now see a breakdown of fee amounts withdrawn by Client Account in the new Advisory Fee Reconciliation Report.
See all Reporting Capabilities below.
Coming Soon! Security Benefit Advisory Platform
We are excited to announce that our Group Trading Platform (GTP) is being upgraded into our new Security Benefit Advisory Platform on June 21. Along with a new look and feel, you will have additional capabilities through our platform including the ability to:
Investor Relations Information Request Form
Security Benefit was established in 1892 with the belief that everyone deserves an opportunity to achieve financial security. With more than 50 years of expertise specifically in the retirement savings market, our company is dedicated to helping our nationwide network of independent financia
Take Control of Portfolio Planning
Track your client's investment portfolio, evaluate your strategy, and create watchlists of potential opportunities
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Security Benefit Advisory Platform User Agreement
THIS AGREEMENT is made and entered into as of the date set forth above (the “Effective Date”) by and among you (“you” and “your”), Security Distributors, LLC (“Security Distributors”), and Security Benefit Life I