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Advanced sales illustration presentations

Retirement, estate planning and business strategies

Securian Financial’s advanced sales team delivers value to your clients with enhanced case design, consultative support and innovative solutions. We have sales presentations for top business, retirement and estate planning strategies that you can integrate right into clients' product illustrations.

Advanced case design

Our advanced sales team strives to provide the highest advanced case design and consultative support in the industry.

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Retirement strategies

Whether your clients are in the accumulation, retirement or estate maximization phase of life, we offer tools to help clients maximize assets and minimize taxes.

View our complete toolkit for financial professionals: securian.com/LIFT

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Estate planning

Estate planning is a deeply personal process that is unique to each client. With simple steps, you can begin the important work of helping your clients leave a legacy.

View our complete toolkit for financial professionals: securian.com/EPIC

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Business strategies

Every day, your business owner clients face complex financial and business decisions that affect their professional and personal lives. How will they fund their own retirement? What should they consider regarding tax issues and long-term care costs? What benefits should they provide to attract top talent? When should they step back or retire from their business?

View our complete toolkit for financial professionals: securian.com/BOLD

Executive bonus

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Who is my target client?

What do they want to know?


Golden executive bonus

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Collateral assignment split-dollar


Endorsement split-dollar

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Defined contribution

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Supplemental Executive Retirement Plan

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

Life insurance products contain charges, such as Cost of Insurance Charge, Cash Extra Charge, and Additional Agreements Charge (which we refer to as mortality charges), and Premium Charge, Monthly Policy Charge, Policy Issue Charge, Transaction Charge, Index Segment Charge, and Surrender Charge (which we refer to as expense charges). These charges may increase over time, and these policies may contain restrictions, such as surrender periods. Policyholders could lose money in these products.

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.

This information may contain a general discussion of the relevant federal tax laws. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. This information is provided to support the promotion or marketing of ideas that may benefit a taxpayer. Taxpayers should seek the advice of their own tax and legal advisors regarding any tax and legal issues applicable to their specific circumstances.

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

DOFU 6-2023

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