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Workman Securities Corporation
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Department Name Department Description  
DOWNLOADABLE Quick Reference Contact List Click HERE for a printable Quick Reference Contact List, last revised 09/06/07  
Executive Leadership Meet the Executive Leadership Team   
Insurance: Advanced Marketing: Life & Annuity Advanced Marketing of Life and Annuity Business   
Insurance: Commissions: Fixed Life/Annuity Commission Reporting and Tracking for Fixed Life/Annuity Business   
Insurance: Contracting: Fixed Life/Annuity Contracting and Appointments for Fixed Life/Annuity Carriers   
Insurance: New Business: Fixed Annuity New Business Processing for Fixed Annuity Products   
Insurance: New Business: Fixed Insurance & VUL New Business Processing for Fixed Insurance & VUL Products   
Insurance: Pending Case: Fixed Annuity Pending Case Management for Fixed Annuity Products   
Insurance: Pending Case: Fixed Insurance & VUL Pending Case Management of Fixed Insurance & VUL   
Insurance: Quotes & Illustrations: Annuity Provide Fixed Annuity Quotes and Illustrations   
Insurance: Quotes & Illustrations: Fixed Life Provide Fixed Insurance Quotes and Illustrations   
Securities: Broker/Dealer Changes Facilitate Changes of Broker/Dealer for Securities Customer Accounts   
Securities: Commissions: Securities, Variable Annuity/Life Commission Reporting and Tracking for Securities-related Business   
Securities: Compliance Provide Compliance Oversight of Broker/Dealer Operations and Sales Processes   
Securities: Continuing Education: Firm Element Implement and Oversee Firm Element CE Requirements   
Securities: Continuing Education: Regulatory Implement and Oversee Regulatory CE Requirements   
Securities: Contracting: Securities, Variable Annuity/Life Contracting and Appointments for Securities-related Business   
Securities: FINRA Registration Facilitate U4 and U5 FINRA Registrations for New and Existing Registered Persons   
Securities: New Business New Business Processing for Securities-related Business   
Securities: Pending Case Management Manage Pending Settlement and Processing of Securities-related Business   
Securities: Securities Products Information Provide Securities-related Vendor Contact Information   
Securities: Trading Facilitate and Execute Securities Trades on the Major Stock Markets   
WSC Website: Email User names and Passwords   
WSC Website: Email Troubleshooting Issues pertaining to problems with email.   
WSC: 401(k) and Profit Sharing Third Party Administration Initiate and Maintain Third-party Administration of 401(k) and Profit Sharing Plans   
WSC: Website Content Updating the website content.    
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Securities and Investment Advisory Services offered through Registered Representatives/Investment Advisor Representatives of Workman Securities Corporation, Member FINRA/SIPC