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.
Financial Professionals
Onboarding checklist
Now that you’re appointed, please complete these additional steps before submitting an annuity application.
My Security Benefit App Social Posts
Below are a few social posts with suggested text we've built for you to share with your Security Benefit retirement plan clients.
As a financial professional, can I see my current book of business using the mobile app?
If you have a personal mutual fund retirement account with Security Benefit (such as a 401(k) or IRA), you will have access to the view your account information on the mobile app.
- Read More
If you have a personal mutual fund retirement account with Security Benefit (such as a 401(k) or IRA), you will have access to the view your account information on the mobile app. However, if you need to view your book of business for your practice, please continue to sign in to SecurityBenefit.com.
My Security Benefit App
With the My Security Benefit mobile app, your clients can have 24-7 access to account information. Easy account access can help keep your clients engaged.
FIAs Have a Bright Future
As investors seek safer waters in volatile times, many are turning to fixed indexed annuities.
Virtual Business as an Alternative to Face-to-Face Appointments
These are unprecedented times, with the novel COVID-19 impacting every facet of business, government and society in general. We want you to know, we are here with solutions to help you navigate business through the volatility and uncertainty of social distancing and shelter-at-home orders.
Security Benefit comes to the aid of retirement plan participants with key fee waivers
TOPEKA, KS, April 16, 2020 – Security Benefit announced today that it is waiving certain fees on its mutual fund custodial products until further notice. These transaction fee waivers apply to those requesting special distributions and loans under the CARES Act.
Common Questions and Answers
Will Security Benefit accept photos of wet-signed forms?
Yes. Images must be legible and cropped to take up the full frame before conversion to a PDF. Images can be emailed directly to: