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Get started selling annuities

Your success is at the heart of what we do

Maybe that’s why so many financial professionals count on Securian Financial. You get relevant solutions and support for your practice and your clients, today and always.

We offer a comprehensive suite of individual annuity products to help meet your clients’ accumulation and retirement income needs. And our full-service sales team is available for individualized case consultation and business-building strategies.

Have questions or need assistance?

Your annuity sales team is here to help walk you through the process.

1-866-335-7355

Four steps to your first annuity sale!

We know your time is valuable, so we’ve assembled everything you need to get started selling our annuity solutions in one convenient stop. 

Register for our site for financial professionals

It only takes five minutes – before you know it you’ll have access to forms, illustrations and servicing tools right at your fingertips.

Broker dealer

Financial institution

Log in to run illustrations and access forms

 

 

Take product training

If you are selling in a state that requires product-specific training, you must complete Securian’s training prior to selling any annuities. You’ll soon become a product expert!

Complete training at Quest CE

 

Get appointed to sell our annuities

Before you can sell you’ll need to be in our licensing system. Think you may already be appointed? You can check your licensing status.

Learn how to get appointed

 

 

An annuity is intended to be a long-term, tax-deferred retirement vehicle. Earnings are taxable as ordinary income when distributed, and if withdrawn before age 59½, may be subject to a 10% federal tax penalty. If the annuity will fund an IRA or other tax-qualified plan, the tax deferral feature offers no additional value. Qualified distributions from a Roth IRA are generally excluded from gross income, but taxes and penalties may apply to non-qualified distributions. Please consult a tax advisor for specific information. There are charges and expenses associated with annuities, such as surrender charges (deferred sales charges) for early withdrawals. Variable annuities have additional expenses such as mortality and expense risk, administrative charge, investment management fees and rider fees. Variable sub accounts of annuities are subject to market fluctuation, investment risk and loss of principal.

These materials are for informational and educational purposes only and are not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action. Securian Financial Group, and its subsidiaries, have a financial interest in the sale of its products.

Insurance products are issued by Minnesota Life Insurance Company or Securian Life Insurance Company, a New York authorized insurer. Minnesota Life is not an authorized New York insurer and does not do insurance business in New Yok. Both companies are headquartered in St. Paul, MN. Product availability and features may vary by state. Each insurer is solely responsible for the financial obligations under the policies or contracts it issues. Securities offered through Securian Financial Services, Inc. member FINRA/SIPC, 400 Robert Street North, St. Paul, MN 55101-2098, 1-800-820-4205.

Securian Financial is the marketing name for Securian Financial Group, Inc., and its subsidiaries. Minnesota Life Insurance Company and Securian Life Insurance Company are subsidiaries of Securian Financial Group, Inc. 

For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it is accessible to the general public.

DOFU 3-2023

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