Important! Servicing Systems Update

In an effort to help make servicing your clients as convenient as possible, we’re making changes to how you and your clients access annuity contract and life insurance policy information. Starting in July, we will be retiring eService Center (eSC) and the Securian Financial Mobile App. We will migrate certain views and capabilities from eSC to MyAccount and/or Book of Business over the next several months. We realize that these changes may result in some challenges for a period of time, and we appreciate your patience and understanding as we build a better experience for you and your clients.

Here’s what to expect and when:

• Mid-July 2024: The eService Center will be retired for annuities. Annuity contract management features will move from eService Center to Book of Business. The purpose of this is two-fold – not only do we want to provide a more seamless user experience for you and your clients, but we are also upgrading the technology to improve performance and ensure we can continue protecting customer data by running our systems safely and securely.
• July 31, 2024: The Securian Financial Mobile App for clients will be retired for annuities and life insurance. Clients will continue to have access to their contracts on our My Account website but will no longer have access through our mobile application.

Please see table below for a more detailed feature by feature explanation of what’s changing and when.

What does this mean for financial professionals who have in-force annuity or life insurance business with Securian Financial?

• For life insurance the Securian Financial Mobile App will no longer be available. Financial professionals will still be able to access and service life insurance contracts through Book of Business on our financial professional website and/or through the eSC.
  • Address changes are targeted to transition from the eSC to My Account and Book of Business in July 2024. (Address changes will not be available in the eSC after the transition).
  • Beneficiary changes are targeted to transition from eSC to My Account in September 2024. (Beneficiary changes will not be available in the eSC after the transition)
• With regard to annuities, financial professionals will be able to access and service annuity contracts through Book of Business on our financial professional website instead of accessing contracts through the eSC.
• Note that some features that are available for annuities on the eSC will be temporarily unavailable for annuities in Book of Business:
  • Variable Financial Transactions such as rebalance, transfer and allocations changes will not be available by mid-July. Continued efforts are being made to have these transactions available no later than the end of Q1 2025. Until that time, financial professionals can call 1-833-365-0329 or submit a form via email to have Variable transactions completed on their behalf.
  • Annuity transaction history is expected to be available in 3rd quarter 2024.

What does this mean for clients who have in-force annuity or life insurance business with Securian Financial?

• Clients will be able to manage their annuity contract(s) through My Account instead of the eSC and/or the Securian Financial Mobile App. They can continue to access their life insurance contracts on the eSC and/or MyAccount, however the Securian Financial Mobile App will not be available.
• Some transactions will not be available on MyAccount initially:
  • Annuity beneficiary changes will be available by the end of September 2024.
  • Annuity transaction history will be available by the end of Q3 2024.

How and when will clients be notified of these changes?

Clients who are current users of the Securian Financial Mobile App will be notified of these changes as follows:

• Email will go out to impacted clients on June 28, 2024
• Alert message on the eSC on June 28, 2024

Thank you for your continued support as we enhance our digital tools.