Securian Financial Makes Changes to Enhance Your Experience
Securian has made the following changes:
Tax form 4506C
- Discontinuing tax form 4506C as an automatic age and amount requirement.
Financial Supplement
- Under Age 61: Required face amount will change from $2,000,001 to $3,000,001
- Ages 61-69: Financial supplement amount will remain at $2,000,001
- Age 70 and up: Financial Supplement requirement for face amounts $1,000,0001 – $3,000,000 is being added, replacing the existing Third-Party Financial Documentation requirement at these age and face amounts.