Securian

Firm Profile

Securian is a broadly diversified financial services company offering
insurance, investment, and retirement solutions with a proven track
record of focusing on the long-term needs of our individual customers.
• Sixth-largest life insurance company in the nation and a top-five
group insurer • More than 15 million customers depend on us to reach
their financial goals • Over 5,000 associates and representatives in
our St. Paul, Minnesota, headquarters and in sales and service offices
throughout the country • Over $1 trillion of insurance in force, and over
$4.6 Billion in benefits paid to customers in 2015 – and our pledge to
protect customers when they need us most.

KEY CONTACTS
Sales: Vince Giordano, (770) 330-9184, vincent.giordano@securian.com

Steve Chappell, (847) 533-1985, steven.chappell@securian.com

Service: Ted.Schmelzle,(651) 665-6394, theodore.schmelzle@securian.com

WEBSITE
www.Securian.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million), Mid ($10-$100 million), Large ($100-$250 million)

# OF PLANS/PARTICIPANTS SERVED BY TYPE

As of 06/30/16
401(k): 2,342/273,648
Money purchase: 27/6,744
457: 5/951
Defined benefit: 91/12,599
Other: 47/38,363

ASSET ALLOCATION FUNDS
Over 50 Target Date Fund Families
Over 500 Target Risk funds
TargetAge and Model Portfolios produce custom age & risk based portfolios from the plan line-up
Open architecture platform with over 6,500 unique investment options

PLANS BY CHANNEL (Direct/Advisor): 0/100%
Platforms used: SunGard OmniDC, several interfaces with internal systems.

ADVISOR SUPPORT SERVICES
14 External wholesalers focused on advisors
3 External wholesalers focused on institutional
7 Internal wholesalers focused on advisors
2 Internal wholesalers focused on institutional

Compliance support, plan benchmarking, target-date evaluation tools,
investment committee meetings

PARTICIPANT SUPPORT SERVICES

Retirement income estimates/projections, Call center support, Facebook page, Smartphone access to participant balances, Smartphone transaction access for participants.

PLAN SPONSOR SUPPORT SERVICES

• Compliance Support
• Plan Benchmarking
• Target-date Evaluation Tools
• Training for DC Plan Sales/Service
• Investment Committee Meetings
• Assisted sales support
• Prospecting tools and lists
• Advisor built models

PARTICIPANT SUPPORT SERVICES
• Retirement Income Estimates/Projections
• In-plan Lifetime Income Options
• Rollover Services
• Call Center Support
• Facebook Page
• Smartphone Access to Participant Balances
• Smartphone transaction access for participants
• Age based and risk based portfolio solutions
• Smart401K provides independent investment advice
• Smart Dollar financial wellness tool