Financial Professionals
S&P Affirms Security Benefit Financial Strength “A-“ Rating; Outlook now “Stable”
Standard & Poor’s Global Ratings has affirmed Security Benefit Life Insurance Company's (Security Benefit) financial strength rating of “A-“ and revised its outlook to “stable.”
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Strategies To Support a Loved One With Special Needs
An estate plan is important in providing financial support to a special needs loved one. Learn how trusts and ABLE accounts could give your loved one a rich quality of life.
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Helping Aging Parents Adapt to Change
As parents age, they become more vulnerable to a variety of risks - financial, physical, and emotional. It's wise to develop a plan that anticipates and accommodates their longevity.
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NTSA Summit 2025
Security Benefit is proud to serve as the exclusive Platinum Sponsor of the 2025 NTSA Summit, where leaders and innovators come together to make a difference for clients, the industry, and themselves.
How Tax Deferral Can Boost Your Savings Potential
You may be looking for strategies to relieve the tax burden and save more for retirement. This is an ideal time to explore how tax deferral options like annuities may provide safety and security while allowing your assets to grow.
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Can a delegate act for more than one financial professional?
Delegates can support more than one financial professional using the same online account. Once a delegate has been established for one financial professional, other financial professionals can designate the same person to act as a delegate for their practice too.
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Delegates can support more than one financial professional using the same online account. Once a delegate has been established for one financial professional, other financial professionals can designate the same person to act as a delegate for their practice too.
- Financial professionals will enter the delegate's email address used by other financial professionals
- Delegates will not need to register for each financial professional
- Delegates can switch between rep profiles to support multiple books of business
What information can a delegate access?
Delegates access to information will be the same as a financial professional, including:
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Delegates access to information will be the same as a financial professional, including:
- Access to sales materials, applications, and business forms to process business and account changes
- View and update client information online
- Search, view, and download client correspondence sent from Security Benefit
- Review business processing status for new annuity applications and contracts
How does a delegate register for access?
Delegates will receive an email from Security Benefit (email will be sent from [email protected]) with instructions on completing the registration process.
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Delegates will receive an email from Security Benefit (email will be sent from [email protected]) with instructions on completing the registration process.
Note: the delegate email link will expire within 7 days after it’s sent. Delegates cannot register for access without first being invited by a financial professional.Delegates will complete the process by:
- Reviewing the instructions in the email from Security Benefit
- Clicking the Register for Access link in the email
- Completing the online registration form
- Setting up a username, password, and multi-factor authentication method (text message or phone call)
- Completing the online verification process through ID.me
How can a financial professional designate a delegate?
To set up a delegate, financial professionals will sign in to www.securitybenefit.com and:
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To set up a delegate, financial professionals will sign in to www.securitybenefit.com and:
- Choose Manage Delegates from the My Profile menu option
- Enter the email address for their delegate; we strongly recommend an email address from the financial professional’s business
- Click Add Delegate
- Security Benefit will send an email to the delegate with instructions on how to register for access (email will be sent from [email protected])
Note: the delegate email link will expire within 7 days after it’s sent.