Important Year-End Dates to Remember

November 1, 2023

The holiday season and end of 2023 are quickly approaching. To meet your clients’ service expectations during this busy time, put these important dates in your calendar. 

Our offices will be closed on: 

  • Nov. 23 and 24
  • Dec. 25 and 26
  • Jan. 1, 2024 

Distributions 

We must receive distribution requests by Dec. 11 in good order and without any additional requirements, to be processed by Dec. 31, 2023. For incomplete requests or requests received after Dec. 11, we’ll strive to complete them by December 31, but can’t guarantee it. 

New Business 

We must receive all new business requirements by Dec. 11 for contracts to issue by Dec. 31, 2023. 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. 

Have Questions?

If you have any questions about setting up EFT, please contact our service specialists at 800.247.6888 or send us a message.

More About Producer Advisories
The holiday season is upon us, and to meet your clients’ expectations, mark these important dates. Ensure all distribution and new business requests are submitted by Dec. 11 to guarantee processing by year-end.
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.

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.