Frequently Asked Questions

Website Support

 

1) Who do I contact with website assistance?

2) How do I register for the website?

3) I forgot my user id.

4) I forgot my password.

5) How do I change my password?

6) How do I change the personal information associated with my account?

7) How do I set up a delegate or back office role?

8) How do my clients access their account?

9) Is your website secure?

10) What is the difference between registering with my personal agent number?

 

Client Information


1) Where can I find client account values?

2) How can I change a client’s mailing address?

3) How do I change a client’s beneficiary information?

4) How do I track my pending business?

5) Where can I access my client’s annual statements?

Doing Business with Security Benefit

 

1) How do I become appointed to sell Security Benefit products?

2) What are the current rates?

3) Where can I locate client materials?

4) Where can I get a new application?

5) How do I order new materials?

6) Where can I access my commissions?

7) What product features are approved in my state?

8) What presentation tools are available?

9) How do I get approval to mention Security Benefit or its products in my marketing?

 

Security Benefit Information


1) How can I contact Security Benefit?

2) What is Security Benefit’s mailing address?

3) What is Security Benefit’s fax number?

4) What are Security Benefit’s business hours?

5) How can I learn more about Security Benefit?

6) What are Security Benefit’s ratings?

 

Website Support

 

1) Who do I contact with website assistance?

You can reach the Security Benefit Service Center by calling 800.888.2461, 7 a.m. to 6 p.m. (Central time), Monday through Friday. You can also reach out to your IMO for assistance.

2) How do I register for the website?

Select the Register link in the top-right corner of the website. Input your information to register your account. Shortly after registering, you will receive an email at the email address you provided. Select the link provided in the email. You will be provided with a temporary password to finalize your account. Use your temporary password to login to the website for the first time.

3) I forgot my user id.

Select the Login Help button in the top-right corner of the website. Follow the instructions to reset User ID’s and Passwords.

4) I forgot my password.

Select the Login Help button in the top-right corner of the website. Select the link and follow the instructions to reset User ID’s and Passwords.

5) How do I change my password?

Once logged in, click the My Profile link in the top-right corner of the website. Follow the instructions to change your password.

6) How do I change the personal information associated with my account?

Once logged into the website, select "My Profile" in the top-right corner of the webpage. Within "My Profile", you can change Contact Information, your Password and change or create a Delegate Role.

7) How do I set up a delegate or back office role?

Once logged into the website, select the "My Profile" link in the top-right corner of the website. Within "My Profile", you can change Contact Information, your Password and change or create a Delegate Role. Download instructions (PDF) on how to add a delegate role.

8) How do my clients access their account?

Clients may access account information via our client approved website, www.securitybenefit.com. All clients can create an account and access their account information online. Download instructions (PDF) you can provide to your client on how they can register with SecurityBenefit.com to access their account information online.

9) Is your website secure?

Yes. For all Security Benefit websites, we employ the use of SSL to protect account information.

10) What is the difference between registering with my personal agent number versus my company number?

For agents who assign their commissions to an entity, they will have to register themselves and the entity. Registering yourself as an agent will allow you to track pending business as well as view inforce business. However, for instances where commissions are assigned to an entity, logging in as that entity would be needed to view those commissions.

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Client Information

 

1) Where can I find client account values?

Client account values are located under the “Service” tab of the website. You must be logged in to access client account values.

2) How can I change a client’s mailing address?

Complete the Non-Financial Change form and mail or fax to one of the contacts below.

Mailing Address:
Security Benefit
One Security Benefit Place
Topeka, KS 66636

Overnight Mailing Address:
Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001

Fax:
785.368.1772

3) How do I change a client’s beneficiary information?

Complete the Non-Financial Change form and mail or fax to one of the contacts below.

Mailing Address:
Security Benefit
One Security Benefit Place
Topeka, KS 66636

Overnight Mailing Address:
Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-0001

Fax:
785.368.1772

4) How do I track my pending business?

Once logged in, pending business can be tracked by going to "Track", then "Pending Contract Status". From this section of the website you can track all pending cases.

5) Where can I access my client’s annual statements?

Annual statements as well as contract information can be found under the Service tab. Once logged into the website, select "Service", then "Account Search" to search by the specific policy number. Or "Service", then "My Accounts" to view all of your inforce accounts. To access annual statements, select the contract number and download the annual statement.

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Doing Business with Security Benefit

 

1) How do I become appointed to sell Security Benefit products?

To become appointed to sell, please contact one of our Elite Marketing Organizations:

Advisors Excel – 866-363-9595 – www.advisorsexcel.com
Gradient Insurance Brokerage – 800-407-4137 – www.gradientfinancialgroup.com
The Impact Partnership – 800-380-5040 – www.impactpartner.com

(2) What are the current rates?

To access Current Rates, log into the website and select the "Rates" icon in the left-hand corner of the website. Or click "Current Rates" under the "Resources" tab.

3) Where can I locate client materials?

Client Materials are located under the Product tab. Select “Products” and then under “Products” select the desired product.

4) Where can I get a new application?

Select the "App Builder" in the top-left corner of the webpage. After answering a few questions about the case, you will be able to download or email all of the documents needed.

5) How do I order new materials?

You will want to contact your IMO for ordering new materials.

6) Where can I access my commissions?

After logging in to the website, commissions can be reviewed under “Track” and then “Commission Reports”.

7) What product features are approved in my state?

There are often many different State Variations. After logging in to the website, under “Resources” and “State Approvals”, you can look at specific variations for each state.

8) What presentation tools are available?

For the RateTrack Annuity, Security Benefit has developed an interactive graph of the 3 Month ICE LIBOR USD Historical rates as well as the previous day's rate. You can access the graph via the RateTrack Annuity product page.

For the Select Benefit Annuity and the Total Value Annuity, Security Benefit has developed Allocation Examples, a Calculator and an Illustration. On sbelitepartners.com, you can access the Allocation Examples and Calculator by clicking the link in the top-left corner of the webpage. For an illustration, please contact your IMO.

9) How do I get approval to mention Security Benefit or its products in my marketing?

To have your marketing materials reviewed for Security Benefit approval, please submit to marketing.review@securitybenefit.com. More information regarding our marketing guidelines can be found under “Resources” and then “Advertising Review”.

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Security Benefit Information

 

1) How can I contact Security Benefit?

You can reach Security Benefit by calling 800.888.2461, 7 a.m. to 6 p.m. (Central time), Monday through Friday.


2) What is Security Benefit’s mailing address?

Mailing Address:
Security Benefit
One Security Benefit Place
Topeka, KS 66636

Overnight Mailing Address:
Security Benefit
Mail Zone 497
One Security Benefit Place
Topeka, KS 66636-000i


3) What is Security Benefit’s fax number?

Security Benefit’s fax number is 785.368.1772.


4) What are Security Benefit’s business hours?

The Security Benefit Service Center is open 7 a.m. to 6 p.m. (Central time).


5) How can I learn more about Security Benefit?

Under “About” and “About Security Benefit” you can learn more about our history. As well as accessing, our client approved brochure and video.


6) What are Security Benefit’s ratings?

To view Security Benefit’s ratings, click select "About", then "Financial Strength Ratings".

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