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Dealer Phone #: Dealer Fax #:Dealer Name: PLEASE PRINT INCOMPLETE APPLICATIONS WILL NOT BE PROCESSED. INSTRUCTIONS: You may apply for credit in your name alone, whether or not you are married.(1)
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01
Gather necessary personal information such as your name, address, Social Security number, and employment details.
02
Decide on the type of annuity you wish to purchase (e.g., fixed, variable, etc.).
03
Review the various options and riders offered by Securian Life regarding your annuity plan.
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Complete the application form, ensuring all fields are filled out accurately.
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Choose your premium payment method and frequency (lump sum, monthly, annually, etc.).
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Set your beneficiary or beneficiaries who will receive the death benefit.
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Review the terms and conditions carefully before signing the application.
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Submit the application along with the required payment to Securian Life.

Who needs securian life amp annuity?

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Individuals planning for retirement looking for a steady stream of income.
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People seeking to leave a financial legacy for their beneficiaries.
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Individuals with a low-risk tolerance who prefer guaranteed returns.
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Securian Life and Annuity refers to insurance and annuity products offered by Securian Financial, which include life insurance policies, retirement solutions, and investment options designed to provide financial security and income for policyholders.
Policyholders, beneficiaries, or their representatives may be required to file documents related to Securian Life and Annuity products, particularly when claiming benefits or managing accounts.
To fill out Securian Life and Annuity forms, individuals need to provide necessary personal information, policy details, and follow the instructions provided on the form to ensure all required fields are completed accurately.
The purpose of Securian Life and Annuity products is to provide financial protection through life insurance and to offer savings and income solutions for retirement through annuities.
Information that must be reported typically includes personal identification details, policy numbers, beneficiary information, financial statements, and any claims being made.
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