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Servicing existing annuity contracts

A personalized approach to support you and your clients

We are committed to providing you and your clients an outstanding service experience.

Client services

You want to work with a company that makes it easy to do business – so that’s why we provide personalized service to you and your clients.

  • Dedicated annuity specialists respond quickly to your clients’ needs
  • Our online service center provides you easy access to account values, portfolio allocations, transactions and more
  • My Account is our website available for your clients to easily access their life insurance and annuities. Once registered, clients can view account balances, update contact and beneficiary information, submit certain transactions and more.
  • Toll-free service line staffed by experienced customer support representatives

Convenient online tools for you

Our website for financial professionals provides you with tools to serve your clients and manage your business, including:

  • Book of business - Your one-stop shop to view all of your annuity business with Securian
  • Pending business - View all of your pending business
  • Client event reports - View who needs to take RMDs and more
  • Fillable forms allow you to be ready for every client presentation and close
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Have a question on need assistance?

Contact your annuity service team today!


Access annuity resources

Register for our website for financial professionals to gain access to our full set of annuity tools.

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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.

Not all products are available in all states and product features may vary by state. Variable and fixed indexed annuities are not available in New York.

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 Earnings are taxable as ordinary income when distributed, and if withdrawn before age 59½, may be subject to a 10% federal tax penalty.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 subaccounts of annuities are subject to market fluctuation, investment risk and loss of principal.

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