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This page is for financial professional use only. Although certain materials listed are approved for sharing with clients, this page itself may not be shared with clients. If you feel you have been misdirected, please visit our home page.
We believe in the power of mutual success.
Below you’ll find popular life insurance materials, all in one convenient location. It’s another example of how we look for the right ways to help you grow your practice and help your clients prepare for life ahead.
Your business is unique. So are our solutions.
We have many more materials and client tools available. Contact us today – our adaptable, consultative approach means you get relevant solutions and support for your practice and your clients:
- 1-877-696-6654 (Securian and Broker-Dealer)
- 1-888-413-7860, option 1 (Independent Brokerage)
Popular life insurance materials
For financial professional use
New business and underwriting
- WriteFit Underwriting™ marketing flyer
(pdf)
- Our underwriting evolution
(pdf)
- Non-combustible tobacco exceptions
(pdf)
- Preferred rates possible for e-cigarettes
(pdf)
Eclipse Accumulator – Indexed Universal Life
- To receive Eclipse Accumulator IUL competitive pieces, please contact our Life Sales team.
- Product highlights
- Indexed account options
- LIFT sales strategy
- Index crediting cycles explained
- Understanding policy loans and withdrawals
Eclipse Protector II – Indexed Universal Life
- To receive Eclipse Protector II IUL competitive pieces, please contact our Life Sales team.
- Product highlights
- Indexed account options
Premier Variable Universal Life
- Portfolio Builder
(pdf)
VUL Defender® Variable Universal Life
Select agreements
Term life
- Advantage Elite Select product highlights
(pdf)
- Term conversion opportunities
(pdf)
- Three bucket approach sales idea
(pdf)
- ePolicy delivery FAQ
(pdf)
To share with clients
New business and underwriting
- eApp client questionnaire (ages 0–14)
(pdf)
- eApp client questionnaire (ages 15+)
(pdf)
- eApp FAQ
(pdf)
- eApp process: what’s next?
(pdf)
Eclipse Accumulator – Indexed Universal Life
Eclipse Protector II – Indexed Universal Life
Premier Variable Universal Life
- Investment options
(pdf)
VUL Defender® - Variable Universal Life
- Investment options
(pdf)
Select agreements
- Accelerated Death Benefit for Chronic Illness Agreement consumer print brochure
(pdf)
- Chronic Illness Conversion Agreement (CICA) – Just the facts
(pdf)
Term life
- Creating the right mix: three bucket approach
(pdf)
- Beyond the numbers
(pdf)
- The power of convertibility case study
(pdf)
Sound strategies
- Sequence of returns
(pdf)
- Pre-funding your retirement
(pdf)
- Policy review kit
(pdf)
From a position of financial strength
By way of our products and purpose to help people build secure tomorrows, Securian Financial has provided reassurance during times of uncertainty for 140 years.
- Our COVID-19 response
- Our financial strength
- Policyholder treatment
(client use)
(pdf)
- Policyholder treatment
(financial professional use only)(pdf)
- About Securian Financial
(pdf)
- Value of high ratings
(pdf)
- At a glance statistics
- Company ratings
- Quarterly investment update
(pdf)
- Annual report
(pdf)
Conducting life insurance business remotely
- Remote selling resources
- How to submit life insurance business remotely
- Writing business remotely video
(financial professional use only)(video)
- Writing business remotely - success kit
(pdf)
- 12 tips for effective client web meetings
(financial professional use only)(pdf)
Resources for volatile markets
- Putting market declines into perspective
(pdf)
- Emotional cycles of the market
(pdf)
- Rewards for taking risks
(pdf)
- Diversified portfolio avoids extremes
(pdf)
- Why staying invested can increase returns
(pdf)
- Investor behavior
(pdf)
- S&P 500® index – and indicator of the market's status
(pdf)
- Stocks Bonds Bills and Inflation
(pdf)
- Market timing smothers returns
(pdf)
- Sequence of returns risk
(pdf)
- Help clients keep their perspective on the market
(video)
Coronavirus Aid, Relief and Economic Security (CARES) Act client resources
- Client approved presentation on CARES Act
(pptx)
- Business owner approved presentation on CARES Act
(pptx)
- CARES Act overview
(pdf)
- Client letter – RMD
(pdf)
- Client letter – Student loans
(pdf)
- Client letter - Charitable contributions
(pdf)
- Client letter – Recovery rebates
(pdf)
- Client letter – Tax filing extension
(pdf)
Association for Advanced Life Underwriting (AALU) resources
- SBA loans overview
(pdf)
- SBA loans FAQ
(pdf)
- Sick leave - employees
(pdf)
- Sick leave - employers
(pdf)
- Sick leave FAQ
(pdf)
Discover the advantages
Learn more about our competitive life insurance solutions and performance.
Learn about our products
Run an illustration today
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Looking for linked benefits?
You can find information on what we offer on our SecureCare page.
Learn about SecureCareContact us
We pride ourselves on being good listeners – it’s how we align our products and processes with your needs.
Contact our sales team today:
1-877-696-6654 or email the sales team (Securian and Broker-Dealer)
1-888-413-7860, option 1 or email the sales team (Independent Brokerage)
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods. Variable life insurance products contain fees, such as management fees, fund expenses, distribution fees and mortality and expense charges (which may increase over time). The variable investment options are subject to market risk, including loss of principal.
Not all products available in all states or at all selling firms. Please check with your firm for product availability.
Additional agreements may be available. Agreements may be subject to additional costs and restrictions. Agreements may not be available in all states or may exist under a different name in various states and may not be available in combination with other agreements.
Please keep in mind that the primary reason to purchase a life insurance product is the death benefit.
Policy loans and withdrawals may create an adverse tax result in the event of a lapse or policy surrender, and will reduce both the policy surrender and the death benefit. Withdrawals may be subject to taxation within the first fifteen years of the contract. Clients should consult their tax advisor when considering taking a policy loan or withdrawal.
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 its 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.
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