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Securian Financial

Submitting new annuity business

Contact-free tools help to streamline the process

From starting the conversation all the way through contract delivery, Securian Financial offers you support and solutions — including an assortment of contact-free tools to help you provide clients with the annuity solutions they need.

Use the outline below as a guide for submitting new business to Securian Financial.

Have questions or need assistance?

Your new business and sales teams are here to help walk you through the process.

New business questions
Sales and illustration support

Complete access on our secured site

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Annuity new business process

1. Start the conversation

Prospecting

Consumer-approved prospecting and conversation tools are available to help you identify and engage prospects, as well as materials to help your clients understand how annuities may fit into their financial strategies. Contact your sales team for an overview of our resources.


2. Lean into digital: Customize a solution and present to clients

Review product options

Browse our product suite to find the option best-suited for your client's needs.

Personalized illustrations

Registering for our secured website for financial professionals will allow you to design a custom illustration to present to your clients.

New to our products or our illustration system? Let our sales team run the illustration for you – just fill out our simple request form.

Productive meeting model

Then once you’re ready to present to clients, use our 12 tips for effective client web meetings to embrace a productive meeting model.


3. Complete required training

Online 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.


4. Get appointed

Licensing and appointment

Before you can sell you’ll need to be in our licensing system.

Think you may already be appointed for our annuity products?


5. Complete a paperless application

Electronic order entry

Our annuity products are available on AnnuityNet4, AFFIRM® and FireLight® enrollment platforms.

DocuSign®

Financial professionals with an existing DocuSign® relationship can receive client signatures and submit the application electronically using DocuSign.1 You can log in to our secure site for financial professionals to access our online applications and forms library.


6. Track the application’s status

Pending business tool

Once you've submitted your application and forms to Securian Financial, you can easily monitor the status of pending business and keep clients informed.


7. Encourage online self-service for clients

My Account

My Account is our online portal where clients can access their annuity contracts to update contact information, view account balances and more.


1. Not available in all states.

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 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 annuities are subject to market fluctuation, investment risk and loss of principal.

Life insurance products contain fees, such as mortality and expense charges, and may contain restrictions, such as surrender periods

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 affiliates, have a financial interest in the sale of their products.

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

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

DOFU 9-2020
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