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Financial Professionals
Who can be a delegate?
Financial professionals can designate office and administrative staff to have access to client information, sales materials, and other online services to support their practice.
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Financial professionals can designate office and administrative staff to have access to client information, sales materials, and other online services to support their practice. The delegation function allows the chosen delegate to set up and access the website through their own, separate set of credentials. Financial professionals can add and remove delegates from accessing their book of business at any time, and they can add multiple delegates if they choose. Currently, financial professionals cannot designate access to another financial professional.
How do I upload a photo to ID.me using an iPhone?
ID.me will not accept photos taken in the Live photo mode. To upload a photo from your iPhone, you’ll need to temporarily adjust your settings.
When Live photo mode is on, it will look like this:
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ID.me will not accept photos taken in the Live photo mode. To upload a photo from your iPhone, you’ll need to temporarily adjust your settings.
When Live photo mode is on, it will look like this:
To temporarily turn off Live mode, tap the icon on the upper right corner of your camera. You should see an indicator that Live Mode is off. This will allow the picture to be taken in a JPEG format and can be uploaded into the ID.me platform. You can switch this setting to live mode once you've completed the process.
Thank you for attending ConnectED 2023
New Website Enhancements for Representatives
You can now access more client correspondence, track your business, and upload documents through your online account. Take a quick video tutorial to learn more.
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NEA Valuebuilder
On July 31, 2023, access to your NEA Valuebuilder account was upgraded to provide users with long-awaited enhancements including:
OFG Financial Services - Leasa Huffman and Kate McMaster
Is Financial Freedom in Your Future?
Planning for retirement and choosing a retirement program can be a really intimidating process.
This video will cover how your school district's 403(b) retirement program can help give you
OFG Financial Services - Eric Stewart
Is Financial Freedom in Your Future?
Planning for retirement and choosing a retirement program can be a really intimidating process.
This video will cover how your school district's 403(b) retirement program can help give you
Request for Reallocation of Assets Fixed Annuity
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Security Benefit Removes Surrender Charges for ClearLine Annuity
Security Benefit today announced the removal of all surrender charges on its commission-free ClearLine fixed index annuity product.
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Security Benefit Named to Ward’s 50® Companies List
Security Benefit Life Insurance Company has again been named to the Ward’s 50® list for 2023. The Ward’s 50® companies rank as the top performing life-health companies based on Ward’s annual analysis of nearly 700 life-health firms in the insurance industry domiciled in the U.S. Security Benefit Life passed all safety and consistency screens and achieved superior performance over the past five years analyzed.
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