By Kevin Watt, Sr. Vice President, Specialty Market Sales and Distribution Operations at Security Benefit
Employers have the opportunity to make a deliberate decision for a retirement savings plan that best meets their needs
Financial Professionals
Suitability and Best Interest Certification
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Account Value Reallocation Request for Strategic Growth Annuity
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Account Value Reallocation Request for Strategic Growth Plus Annuity
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Making a Smart Choice
With Security Benefit’s SmartChoice, financial advisors have the ability to leverage our expanded investment menu to design a plan’s investment lineup to meet their fiduciary value proposition and plan clients' needs.
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Target Portfolios
Security Benefit has partnered with Mesirow Financial to develop fund-specific target portfolios that you can use to assist your clients in making investment allocation decisions based on their risk tolerance and time horizon.
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Security Benefit expands its flexible retirement platform with new App and Enhanced Service Capabilities
TOPEKA, KS, August 20, 2020 – Security Benefit announced today the expansion of its retirement plan service platform with a broad set of new digital enhancements, among them is its new My Security Benefit app and SmartChoice open architecture platform.
Onboarding checklist
Now that you’re appointed, please complete these additional steps before submitting an annuity application.