Holiday Service Alert: Key Dates to Remember

November 1, 2024

The holiday season and end of 2024 are quickly approaching. To meet your clients' service expectations during this busy time, put some important dates in your calendar. 

Our offices will be closed on:

  • Nov. 28 and 29
  • Dec. 24 and 25
  • Jan. 1, 2025 

Distributions

We must receive distribution requests by Dec. 11 without any additional requirements to complete them by Dec. 31, 2024. For incomplete requests or requests received after Dec. 11, we'll strive to complete them by Dec. 31 but can't guarantee it. 

New Business

We must receive new business requirements by Dec. 11 for contracts to issue by Dec. 31, 2024. This includes:

  • Complete deferred and immediate annuity applications, including premium and without additional requirements.
  • Any pending requirements to complete an existing deferred or immediate annuity application.

If you have questions, contact our service specialists at 800.247.6888 or send us a message.

More About Producer Advisories
Please review this recent compliance alert: Regulation 89, Suitability of Individual Annuity Sales Recommendations.
As the year-end approaches, it’s time to review RMDs for clients aged 73 and older. Ensure they’re informed about their RMD options for 2024 and 2025, direct deposit setups and necessary documentation for any changes.
Please review this recent compliance alert: Rule 20 CSR 400-5.900, Suitability of Individual Annuity Sales Recommendations.
Starting a claims process can be difficult, especially considering the surrounding circumstances. Help your clients prepare to ensure a smooth, easy claims process.
There’s a lot of ground to cover with a new application. We created a handy New Business Checklist to help streamline the process, so you can keep things moving smoothly.
Please review this recent compliance alert: Indiana Rule 760 IAC 1-72-1+, Suitability of Individual Annuity Sales Recommendations.

Related Products or Services

Doing business with The Standard is good for you and your clients. Our annuities offer innovative product design, desirable rates, competitive compensation, high industry ratings and excellent service.