SecurianRetirementCenter.com Gives Advisors New Client Support Tools - Insurance News | InsuranceNewsNet

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April 9, 2009 Insurtech
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SecurianRetirementCenter.com Gives Advisors New Client Support Tools

ST. PAUL, Minn.--(BUSINESS WIRE)-- Advisors who sell Securian retirement plans will find new tools at SecurianRetirementCenter.com that help them support their clients during these uncertain times.

“We want to help advisors who market our plans build strong relationships with their clients,” said Rick Ayers, 2nd VP, Securian Retirement. “We developed these new resources for advisors to assist their clients in addressing both investment- and plan-related fiduciary tasks.”

  • Securian Insight Executive Summary is designed to assist employers with their fiduciary duties and provides an opportunity for the advisor to add value. It includes a current plan snapshot that shows participation and contribution rates, plan cash flow, investment data, and retirement industry and regulatory updates. Advisors can download the information, personalize the reports for clients, and add their own contact information on the cover.
  • Investment resources added to SecurianRetirementCenter.com include quarterly commentaries and investment company updates prepared by Securian’s Due Diligence Committee as well as a sample Investment Policy Statement.
  • Fiduciary Focus, Securian’s comprehensive fiduciary guide also was added to SecurianRetirementCenter.com. It includes checklists, explanations of fiduciary duties and critical tasks, and much more. Additionally, the Knowledge Center Library has been expanded to include more support for new sales and help with existing clients.

Securian Insight, a more comprehensive report generally available to plans with more than $3 million in assets, also is available via a Securian service representative. Securian Insight is an in-depth annual report that provides administrative and investment information along with retirement-related legislative updates, current economic information, and a compliance summary.

“We’ve developed all of these tools to support advisors in their efforts to help employers manage their retirement plans and provide maximum benefit for employees,” said Ayers.

Securian also simplified security access for the site. Advisors who register at SecurianRetirementCenter.com by May 20, 2009 will qualify for a drawing for a Jawbone Bluetooth headset.

Securian Retirement, a unit of Minnesota Life Insurance Company and Securian Financial Group, has more than 70 years in the retirement market and serves over 3,000 retirement plans with nearly $8 billion in assets as of December 31, 2008. Securian Retirement offers annuities and retirement plans underwritten by Minnesota Life, one of the most highly-rated rated life insurers in America.

Maggie Jensen, APR, 651-665-7558

Source: Securian

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