Securian Financial Group, St. Paul, Minn., has launched its online Book of Business program to provide retirement plan advisors quick access to client servicing information, reports and data.
The Book of Business:
- Provides plan and investment data to help clients complete periodic plan reviews concisely and on time;
- Helps advisors build customized service strategies and execute targeted participant campaigns;
- Provides client specific performance, expenses and ratings.
The tool includes guides that show how to use the reports along with links to participant materials that help advisors choose targeted messages for communicating with specific audiences.
The Book of Business is one of a suite of tools advisors can use to serve their Securian clients. Others include the Client Servicing Calendar that reminds clients about important plan deadlines. Fiduciary Focus explains in clear language the plan sponsors' fiduciary responsibilities, best practices and strategies for mitigating risk.
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