Financial Professionals

Financial Professionals

How Do I Access the Advisory Platform?

To access Security Benefit’s Advisory Platform, Click on Sign In from the top navigation.  

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To access Security Benefit’s Advisory Platform, Click on Sign In from the top navigation.  

Advisory Platform - Financial Professionals

Complete the Sign In process by entering your registered Username and Password.

Advisory Platform - Sign In


Upon successful sign in, the Advisory Platform is available by Clicking on the Rep Resources navigation menu and selecting "Advisory Platform".
 

Advisory Platform - Rep Resources Menu

A dashboard representing the business will display. The Advisory Platform is accessible within the Left Navigation menu. Click on "Advisory Platform" to proceed to the web-based service.

Advisory Platform - Dashboard

Registration & Login FAQs  

Do I need to register for website account access? 

If you are a current Securitybenefit.com website user with an existing user name and password, you will not be required to create a new registration.

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Variable Annuity

Request for Transfer of Assets for Mutual of Omaha/United of Omaha

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Asset Reallocation/Dollar Cost Averaging for Mutual of Omaha/United of Omaha

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Incoming Funds Transfer for Mutual of Omaha/United of Omaha

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Proof of Death for Mutual of Omaha/United of Omaha

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Change of Ownership Form - Life Insurance for Mutual of Omaha/United of Omaha

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