Client Account Access

 

The following links will take you to the investment or life insurance company websites.  Please select the appropriate link to the company website where your account is located.  If this is your first time logging in, please follow the registration directions located beside each company's name. If you have any problems or difficulties logging in to any of these websites, please feel free to give our office a call.

 

 Allianz Life - If this is your first time logging in, please click on the 'Register for Access' link in the middle right hand portion of the website. Enter your last name, last four digits of your social security number, and your account number and then click next.  You will then create a username and password that you will use to login to your account.  Click next and follow the remaining directions to successfully set up your online account access. 


American Funds - If this is your first time logging in, please click on the 'Login Help' link located on the left hand side of the website under Account Login.  This link will walk you through how to set up access to your account.


Curian Capital - To login, please type your username and password in the fields on the top right corner of the website. Use the username and password that was sent to you through a Curian email.  Once you have logged into the website, you have the option to change your username and password to those of your choice.


Franklin Templeton - If this is your first time logging in, please click on the 'Register Now' link in the middle of the page under the New to Our Site section. Select Individual Investor and click next. Fill in the appropriate information, create a username and password, and create several security questions. Click next and follow the remaining directions to successfully set up your online account access.

 

Hartford - If this is your first time logging in, please select your product type and hit go under the Account Login section on the top left of the website. Enter your contract number, social security number, and date of birth and click continue. You will then create a username and password.  Follow the remaining directions to successfully set up your online account access.


ING - First, choose your account type. Choose between annuity contracts, life insurance, or mutual funds. Once you choose your account type, you will be redirected to another website. If this is your first time logging in, fill in your social security number and for the password use the last four digits of your social first and then it will ask you to create a new password. Just follow the remaining directions to successfully set up your online account access.


Jackson National Life - To login, click the login link on the top right of the website. If this is your first time logging in, click on the 'Register' link at the top right of the website. Fill in your policy number and social security number and click lookup. Fill in your email address, create a username, password, and several security questions and click continue. Follow the remaining directions to successfully set up your online account access.


John Hancock - If this is your first time logging in, please click on the 'Register Now' link on the middle right of the website under the Account Login section. Click on 'Register Now' under the Current Annuity Contract section in the middle of the page.  Fill in your social security number, contract number, and special code and click continue. Fill in your email address, complete the login information, agree to the terms and conditions, select a reason for registering, and click continue. Follow the remaining directions to successfully set up your online account access.



Lincoln Financial Group - If this is your first time logging in, please click on the 'Contract Owner/Participant Registration' link in the middle of the page. Fill in your first name, last name, social security number, email address, and phone number then click continue. Follow the remaining directions to successfully set up your online account access.


Pacific Life - First, select what product your account is.  Annuity, Life Insurance, Mutual Funds, or 529 College Savings Plans. You will be directed to another website. If this is your first time logging in, please click on the 'First-Time User' link located under the Login button on the left side of the website. Enter the information that is requested and click submit. Follow the remaining directions to successfully set up your online account access.


Pershing (Brokerage Account) - You will use this link if you have a brokerage account with Benson Financial Group.  Pershing LLC is our clearing company. If this is your first time logging in to Pershing, please click on the 'Registration' link in the middle of the page.  Enter your social security number and a temporary password then click next. Follow the remaining directions to successfully set up your online account access.


Prudential - If this is your first time logging in, please click on the 'Learn More' link under Need to Register in the middle of the website.  This will open up another window that has step by step directions to set up your online account access. 

 

Putnam Funds - If this is your first time logging in, please click on the 'Need a Password ?' link under Investor Login on the top right of the website. Then enter your social security number and your account number and click next. On the next page you will create a username, password, and several security questions then click submit.  


SunAmerica - First, make sure you click the tab labeled 'Policy Holder'. If this is your first time logging in, please click on the 'Register' link. Enter your social security number and click continue. Follow the remaining directions to successfully set up your online account access.


Sun Life Financial - If this is your first time logging in, please click on the 'Individual Annuity Contract Owner' link under New Users in the middle of the website. Enter your social security number and your contract number then click continue. Follow the remaining directions to successfully set up your online account access.

 

 

Please Note: The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.