How to do business with Security Benefit

 

Applying for an Appointment?

For appointment with Security Benefit Life Insurance Company (SBL) or First Security Benefit Life Insurance and Annuity Company of New York (FSBL), New York, NY, please follow these simple steps.

 

Variable Annuities (for all states except New York)

  1. Click to complete the Application for Appointment (pdf). You and an authorized person in the Broker/Dealer's office are required to sign this form.
  2. Attach copies of your current Life & Variable Annuity state insurance license(s).
  3. Attach a copy of FINRA registration showing current Broker/Dealer.

Fax these items to (785) 368-1374 or return completed items to:

Security Benefit Life Insurance Company
Attn: Marketing Administration
One Security Benefit Place
Topeka, KS 66636-0001

 

Variable Annuities (for New York only)

  1. Click to complete the Application for Appointment (pdf). You and an authorized person in the Broker/Dealer's office are required to sign this form.
  2. Attach copies of your current Life & Variable Annuity state insurance license.
  3. Attach a copy of FINRA registration showing current Broker/Dealer. A Broker/Dealer must have a Selling Agreement with FSBL in order for their representatives to sell the variable annuities issued by FSBL.

Fax these items to (785) 368-1374 or return the completed items to:

First Security Benefit Life Insurance Company and Annuity Company of New York
Attn: Marketing Administration
One Security Benefit Place
Topeka, KS 66636-0001

 

Use the Application for Appointment Checklist (pdf) to help you step through the appointment process and ensure you provide the necessary documents.

 

Please allow 5 to 7 business days for processing. If you have questions, please contact Marketing Administration, 1-800-888-2461. An Application for Appointment is not required to sell Mutual Funds. The application may be photocopied for future use.

 

Submitting new business applications In Good Order

 

Every advisor has the same goal, to write good business that moves through the process quickly and efficiently, allowing your clients to receive the benefits they are buying and you to begin managing the assets in a timely manner. At Security Benefit, we have the same goals for each new business application you write.

If you follow the How to Submit New Business Application In Good Order checklist (pdf), you can be assured each new business application will be complete and then processed by us as quickly as possible.

NAIC Suitabilty in Annuity Transactions Model Regulation

 

All Insurance Producers must complete product specific training before soliciting an annuity application. Additional training is required if your state has adopted the Model regulation. We offer training through RegEd. Security Benefit will not accept applications if you have not completed the training.

If you have taken your general 4 hour CE training from a company other than RegEd, please send a copy of your certificate from the training provider to:

Fax these items to (785) 368-1374 or return completed items to:

Security Benefit Life Insurance Company
Attn: Marketing Administration
One Security Benefit Place
Topeka, KS 66636-0001

 

If you have questions or need assistance, please call our service center at 877.700.6847.

In all states except New York, the EliteDesigns Variable Annuity (form V6029) is a flexible purchase payment deferred variable annuity issued by Security Benefit Life Insurance Company (SBL). In New York, the EliteDesigns Variable Annuity (form FSB242 (1-07)) is a flexible purchase payment deferred variable annuity issued by First Security Benefit Life Insurance and Annuity Company of New York (FSBL), New York, NY. Variable annuities are distributed by Security Distributors. Security Benefit Life Insurance Company is not authorized in the state of New York and does not transact the business of insurance in the state of New York.


Security Distributors is a subsidiary of SBL. SBL and FSBL are affiliates and are wholly owned by Security Benefit Corporation (“Security Benefit”). EliteDesigns may not be available in all states. The obligations under the EliteDesigns Variable Annuity are solely those of the issuing insurer.


NOT A DEPOSIT
NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY ANY BANK/SAVINGS ASSOCIATION OR CREDIT UNION
MAY GO DOWN IN VALUE


Annuities are long-term investments suitable for retirement investing.


You should carefully consider the investment objectives, risks, and charges and expenses of the variable annuity and its underlying investment options before investing. You may obtain a prospectus for the variable annuity and prospectuses or summary prospectuses (if available) for the underlying investment options by calling our Service Center at 1-800-888-2461. You should read the prospectuses carefully before investing. Investing in variable annuities involves risk and there is no guarantee of investment results.


The investment return and principal value of an investment in the EliteDesigns Variable Annuity will fluctuate and you may have a gain or loss at redemption.