Help your clients consolidate and get on track with Security Benefit. Here, you will find resources to:
- Help you remain compliant with Regulation Best Interest (Reg BI)
- Presentations to help you engage your clients
- Materials to educate your clients on the options available to them
- Education on Security Benefit products and services
- Forms needed to conduct transfer and rollover transactions
There are multiple factors to consider when you make a recommendation for clients to rollover or transfer assets into one account. We hope this Transfer Center can serve as a valued resource to make sure you are acting in the best interest of your clients.
Advisor Mutual Fund Program
Through our Advisor Mutual Fund program, you can offer clients a retirement platform with low minimums, simple fee structure and flexible investment options from brand names including:
- Vanguard Funds®
- American Funds®
- T. Rowe Price
With no fund exchange fees and 140 different investment options, it is a great platform to provide diversification to those clients who want to rollover or transfer their funds into one account.