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Securian Financial Advanced Sales Team can boost your client impact

Securian Financial’s advanced sales team delivers value to your clients with enhanced case design, consultative support and innovative solutions.

Resources designed to make an impact

  • Technical expertise related to life insurance, annuities and executive benefits
  • Advanced case design and consultation
  • Marketing support and resources for both financial professional and client audiences
  • Consultation with clients and other professional advisors
  • Up-to-date knowledge and insight on tax law and legislative updates

Full range of strategies and solutions

Whether your case deals with business owners, high net worth individuals, high-income earners or other unique situations, our team of consultants and counsel can assist in developing effective client 

solutions in the following areas:

  • Key employee protection
  • Premium financing
  • Annuity strategies
  • Key employee retention 
  • Executive benefits
  • Informal business valuation
  • Social Security strategies
  • Business succession 
  • Estate planning
  • Retirement strategies
  • Charitable giving strategies
  • Special needs solutions
Conversation

Learn more

Interested in providing greater value to your clients? We’re here to help. Contact our advanced sales team today.

1-888-413-7860, option 3

Email the team 

Ready to use marketing campaigns for business owners and individuals

Business Owner Life-stage Design (BOLD)

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Let us help you work with business owners to identify and plan for their business needs.

Succeed with your business clients

Life insurance as a financial tool (LIFT)

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Life insurance can be used as a financial tool to help protect your clients’ families, provide supplemental retirement income and efficiently pass on their estate.

Learn more about LIFT

Review additional sales strategies and Illustrations (requires login)

Meet your team

Natalia Keene

Natalia D. Keene, J.D.
Advanced Sales Counsel

Email Natalia

Legacy and business succession strategies, special needs solutions, business valuations

Ann Hagerty bio photo

Ann K. Hagerty, J. D.
Advanced Sales Counsel

Email Ann

Retirement income, estate planning, asset protection.

Channing Schmidt

Channing T. Schmidt, J.D., CFP®
Advanced Sales Director

Email Channing

Life insurance, estate planning, business succession

Amy Bryant bio photo

Amy C. Bryant, JD, CLU®
Advanced Sales Counsel

Email Amy

Trusts, estate planning, high net worth markets

Please keep in mind that the primary reason to purchase a life insurance product is the death benefit.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods. 

An annuity is intended to be a long-term, tax-deferred retirement vehicle. Earnings are taxable as ordinary income when distributed, and if withdrawn before age 59½, may be subject to a 10% federal tax penalty. If the annuity will fund an IRA or other tax qualified plan, the tax deferral feature offers no additional value. Qualified distributions from a Roth IRA are generally excluded from gross income, but taxes and penalties may apply to nonqualified distributions. Please consult a tax advisor for specific information. There are charges and expenses associated with annuities, such as surrender charges (deferred sales charges) for early withdrawals. Variable annuities have additional expenses such as mortality and expense risk, administrative charge, investment management fees and rider fees. Variable sub-accounts of annuities are subject to market fluctuation, investment risk and loss of principal. 

Policy loans and withdrawals may create an adverse tax result in the event of lapse or policy surrender, and will reduce both the surrender value and death benefit. Withdrawals may be subject to taxation within the first fifteen years of the contract. Clients should consult their tax advisor when considering taking a policy loan or withdrawal.

These materials are for informational and educational purposes only and are not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action. Securian Financial Group, and its subsidiaries, have a financial interest in the sale of their products.

For financial professional use only. Not for use with the public. This material may not be reproduced in any way where it would be accessible to the general public.

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