A personalized approach to support you and your clients
We are committed to providing you and your clients an outstanding service experience.
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