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Securian Financial

Remote selling resources

Engaging customers while conducting business remotely

Resources to support your remote sales

Video calls and virtual meetings have become the new normal for corresponding with clients.

This quick, helpful video reveals tips and tricks to help you increase your digital meeting professionalism and effectiveness, including:

  • Optimal laptop and keylight positioning
  • Audio and background considerations
  • Professional remote presenting tips

Boost your remote presenting with these helpful tips

Contact-free tools streamline submitting new business

Securian Financial is here for you when digital is the answer, with capabilities that allow you to help provide clients with the solutions they need — even if you can’t always meet face-to-face.

Submitting new life insurance business

From application, to underwriting, to policy delivery, we offer the opportunity for a completely contact-free process.

View life insurance new business details

Submitting new annuity business

A request form for personalized illustrations and Automated Order Entry provide helpful remote solutions.

View annuity new business details

Submitting new SecureCare business

A customized online application and electronic policy delivery simplify the new business process.

View SecureCare new business details

Have questions or need assistance?

For illustrations, sales ideas and sales support

Life insurance
Annuities
SecureCare

For new business or servicing

Life insurance
Annuities
SecureCare

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.

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
1315911