Securian Financial Expands Its Retirement Plan Investment Solutions with Unitized Model Portfolios - InsuranceNewsNet

InsuranceNewsNet

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading newswires
Topics
  • Life Insurance
  • Annuity News
  • Health/Employee Benefits
  • Property & Casualty
  • Advisor News
  • Washington Wire
  • Fiduciary Rule
  • INN Exclusives
  • Newswires
  • INNsider
  • INN Exclusives
  • NewsWires
  • Magazine
Sign in or register to be an INNsider.
  • INN Exclusives
  • NewsWires
  • ★ Regulation News
  • Podcast
  • Magazine
  • About
  • Advertise
  • Editorial Staff
  • Contact
  • Susbcribe

Get Social

  • Facebook
  • Twitter
  • LinkedIn
  • Google+
Insider
newswires
newswires RSS Get our newsletter
Order Prints Share
September 6, 2018 newswires No comments Views: 1

Securian Financial Expands Its Retirement Plan Investment Solutions with Unitized Model Portfolios

Business Wire

Customized investments can help retirement plan specialist advisors differentiate themselves from competitors and demonstrate value to clients

ST. PAUL, Minn.--(BUSINESS WIRE)-- To help the financial advisors it works with stand out from competitors in today’s commoditized retirement plan marketplace, Securian Financial is adding unitized model portfolios to its suite of 401k investment solutions.

Unitized model portfolios provide advisors with the flexibility to customize investment solutions based on a broad range of investment objectives, while also simplifying investment decisions for participants. Securian Financial’s program, offered in conjunction with Mid Atlantic Trust Company, seamlessly integrates custom investment models with Securian’s recordkeeping services, resulting in an all-inclusive platform featuring valued services for advisors’ clients. There is no asset minimum, making this typically large client service available to plans of all sizes.

“Unitized model portfolios are for professionals interested in taking target-date funds to the next level by building customized risk-based solutions for participant usage,” said Kent Peterson, a retirement solutions vice president with Securian Financial. “They provide a value proposition and competitive differentiator to retirement plan specialist advisors who focus on investments as part of their practice. Wealth management firms that, in addition to working with individual investors, offer retirement plan consulting to small businesses find unitized model portfolios particularly appealing and highly efficient.”

Advisors and wealth management firms interested in learning more about how Securian Financial’s recordkeeping services, coupled with customized investment models from Mid Atlantic Trust Company, can help grow their businesses should contact the Securian sales team at 1-877-876-4015.

Securian Financial has been helping people save for retirement since 1930. Its platform features long-tenured retirement specialists, fiduciary-friendly fee levelization practices and extensive administrative outsourcing, most of which is offered at no additional cost. Securian Financial provides services to employer-sponsored retirement plans through group annuity products issued by Minnesota Life Insurance Company.

ABOUT SECURIAN FINANCIAL
At Securian Financial, we’re here for family. And we’re here because of it. We’re guided by our purpose: helping customers build secure tomorrows. Since 1880, we’ve been building a uniquely diversified company that has outlasted economic ups and downs while staying true to our customers. We’re committed to the markets we serve, providing insurance, investment and retirement solutions that give families the confidence to focus on what’s truly valuable: banking memories with those who matter most.

ABOUT MID ATLANTIC TRUST COMPANY
Mid Atlantic Trust Company is part of the Mid Atlantic Capital Group, Inc. family of companies that collectively provide a wide array of brokerage, advisory and trust services to a diverse national client base of financial advisors, institutions, asset managers and benefits administrators.

The assets for each unitized model portfolio are held in custodial accounts at Mid Atlantic Trust Company and not in a group variable annuity issued by Minnesota Life. Securian Retirement provides participant level administrative recordkeeping services for the assets held in each unitized model portfolio and charges a fee for this service.

Mid Atlantic Trust Company and Minnesota Life or its group variable annuity contracts are not affiliated companies.

Securian Financial is the marketing name for Securian Financial Group, Inc. and affiliates. Insurance products are issued by its affiliated insurance companies, including Minnesota Life Insurance Company and Securian Life Insurance Company, a New York authorized insurer. Securities and investment advisory services offered through Securian Financial Services, Inc., registered investment advisor, member FINRA/SIPC.

DOFU 8-2018
589886

View source version on businesswire.com: https://www.businesswire.com/news/home/20180906005761/en/

Securian Financial

Jeff Bakken, Media Relations

651-665-7558

[email protected]

Source: Securian Financial

Older

BlueCross of Tennessee will stop covering OxyContin in 2019

Newer

The Latest: Kavanaugh denies he suggested Roe not settled

Advisor News

  • Going Broke Remains Top Concern In Retirement: CPA Survey
  • More Than 1 In 4 Americans Would Consider Divorce Over A Financial Secret
  • Financial Advisors Can Do Some ‘Life Coaching’
  • Commonwealth Financial Network Licenses Its 360° Software To MassMutual
  • The Way We’ve Always Done It Won’t Work With Millennials
More Advisor News

Annuity News

  • Securian Financial Posts Solid 2018
  • SEC Extends Comment Period For Proposed Rules On VA And Variable Life Disclosures
  • ‘Dream House’ Raffle Winner Choice: Historic California Home Or $5M Annuity?
  • RGA Announces Longevity Transaction With Manulife
  • Jackson National Inks Deal To Distribute Annuities To RIAs
More Annuity News

Health/Employee Benefits

  • Insurance Networks, Doctor Referrals Don’t Always Offer Full Picture
  • What Medicare For All Might Look Like If It Really Happened
  • Furloughed Workers Withdrew From Retirement Funds: Study
  • Democrats Roll Out Bill To Let Americans Buy Into Medicare At 50
  • Survey Finds Health Plans Are Struggling With Value-Based Reimbursement
More Health/Employee Benefits

Life Insurance

  • Securian Financial Posts Solid 2018
  • Understanding The Benefits Of Whole Life Insurance
  • Allianz Life Reports Solid 2018 Financial Results
  • Man Who Defraud Union In Life Insurance Scam Sentenced To Probation
  • SEC Extends Comment Period For Proposed Rules On VA And Variable Life Disclosures
Sponsor
More Life Insurance

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.
select Newsletter Options

Most Popular

  • What If The Market Goes Up? Why An FIA Is Better Than Stocks
  • NAIC Group Puts IUL Illustration ‘Multipliers’ Under Microscope
  • Understanding The Benefits Of Whole Life Insurance
  • NAIC To Begin Debate On IUL Illustrations
  • Automation, Big Data Will Drive 2019 Insurance Trends

Featured Offers

Text Ads

Press ReleasesAll press releases

  • Great American’s Annuity Customers Share Their Secrets to a Great Retirement
  • Securian Financial Introduces Affordable, Protection-Focused IUL with No-Lapse Guarantee
  • TD Ameritrade Institutional Integrates with iPipeline to Automate New Account Opening
  • RFP R2019-78
  • Bunker Launches Live Certificates of Insurance, A Modern Solution to Insurance Fraud and Non-Compliance
Add your Press Release >

Topics

  • Life Insurance
  • Annuity News
  • Health/Employee Benefits
  • Property and Casualty News
  • Advisor News
  • Washington Wire
  • Regulation

Top Sections

  • INN Exclusives
  • INN Insider

Our Company

  • About
  • Editorial Staff
  • Advertise
  • Contact

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter Google+
© 2019 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • Sitemap
  • AdvisorNews

Sign in with your INNsider Account

Not registered? Become an INNsider.