- How to Submit Applications In Good Order (PDF)
- Producer Suitability Guide (PDF)
- SBL Replacement Policy (PDF)
NAIC Suitability Regulation and Revised Model Regulation Requirements
Security Benefit follows the NAIC Suitability in Annuity Transactions Model Regulation, both the version adopted by the NAIC in 2010 (the "Model Regulation") and the version adopted by the NAIC in 2020 (the "Revised Model Regulation"). Use the chart below to determine what training you must complete before selling a Security Benefit annuity product.
The Model Regulation requires all insurance producers selling or soliciting annuity products to obtain an additional four (4) general continuing education (CE) credits from an APPROVED vendor offering an annuity products course.
The Revised Model Regulation, which implements a best interest standard of conduct, requires an additional 1-hour course for producers who have already taken the original 4-hour course. New producers must take the 4-hour general annuities course.
In addition, the Model Regulation and Revised Model Regulation require that all insurance producers complete product-specific training before soliciting an annuity application.
In response to NAIC Suitability Model Regulation and Revised Model Regulation Requirements, Security Benefit works with RegEd to deliver online product-specific training.
For Fixed Index Annuities, the RegEd product-specific training must be completed regardless of state.
View Your State Training Requirements
If your state has adopted the Model Regulation, or the Revised Model Regulation, or otherwise requires general annuities training and you have taken the required training from a company other than RegEd, please send a copy of your certificate from the training provider to:
Security Benefit
P.O. Box 750487
Topeka, KS 66675-0497
Non-Resident Sales Guide & Video Conferencing Policy
In an effort to assist you with Non-Resident Annuity Sales, we have created a Non-Resident Sales Guide & Video Conferencing Policy to serve as a guide and reference in the instance that you are engaged in a Non-Resident sale. This guide will help in your efforts to comply with applicable laws.
Appended to the Non-Resident Sales Guide is our Voice over Internet Protocol (VoIP) policy. While Security Benefit Life Insurance Company does not endorse or prohibit the use of video conferencing or other Internet communication tools in the sale of annuities, we would like to make sure all appointed producers are aware of the policy.
Anti-Money Laundering Training
All Insurance Producers must complete Anti-Money Laundering (AML) training before soliciting an annuity application.
If you have taken AML training, please send a copy of your certificate from the training provider to:
Security Benefit
P.O. Box 750487
Topeka, KS 66675-0497
AML training is valid for a two year period after which refresher training is required.