Get Recognized for Your Hard Work

February 1, 2023

Are you applying to industry organizations for recognition of your sales achievements? We can help by writing letters to certify your production.

We’re proud to certify letters for these and other organizations:

 

After you fill out the forms for each organization, fax or email them to us for certification.

  • Fax letters to 877.247.5473.
  • Email letters to ProducerSrvcsTeam at standard.com. Write “Producer Awards” and the organization’s name in the subject line.

Please send us letters in advance of the organization’s deadline. We’ll complete and return the forms as quickly as possible. If you prefer premium credit rather than commission credit, please make this request in your fax or email.

 

More About Producer Advisories
Have clients in another state or looking to expand your book of business? We’re implementing a new cross-border sales policy. Check out the ins-and-outs and do’s-and-don’ts of the new policy and forms before you get down to business.
It’s time to send out the 2023 IRS Form 5498 for IRA Contributions. Be sure to notify your clients who should expect them and find out the dates we’re sending them out.
Many clients count on receiving their annuity payments on specific dates so they can pay bills and meet day-to-day living costs. Electronic Funds Transfer is the best way to ensure payments on time, every time.
Please review this recent compliance alert: New Hampshire INS 305, Suitability of Individual Annuity Sales Recommendations.
We’re always looking to improve the customer experience. Thanks to your feedback, we’re rolling out new options for annual interest payments. See how these new features work.
We mailed IRS Form 1099-R in February to clients who took a distribution last year. You can view and download 2023 and prior year tax forms on the Annuity Portal.
Required Minimum Distribution notifications were mailed out at the end of January. Here’s the rundown on who we sent them to and what to expect.