Security Benefit is an insurance carrier is supported by Swivel Sync.
Setting Up Security Benefit for Swivel Sync
Users must have Owner and/or Manager permissions to configure carriers and institutions for Swivel Sync.
Navigate to Business Management > Carriers & Institutions > Find your Security Benefit carrier.
Once you find the carrier, click the action menu > select Edit > go to Swivel Sync Association > select Security Benefit Sync > click Save.
Next, go to Settings > Swivel Sync > Sources > click +New Swivel Sync Source > go to Type > select Security Benefit Life Insurance Company > go to Name and input a name for your login source.
From the Swivel Sync Dashboard > go to the Security Benefit section > click the Link button to begin syncing updates.
Data Supported by Swivel Sync
MFA Login Required | Yes |
Est. Link Session Duration | up to 1 day |
Data Types | Values |
Values |
|
Known Products Supported
Product | Product Type |
Security Benefit Secure Income Annuity | Fixed Index Annuity |