Maximize Your Earnings With Our Internal Transfer Program

November 1, 2024

Earn Extra Commission

We offer full commission on most internal annuity transfers. This applies to annuity business out of surrender, written after 2008, for clients aged 85 and younger. Internal Transfers are not allowed on death claims or non-qualified inherited contracts.

Review Your Clients’ Policies

  • Use our annuity portal to review your existing book of business and check your clients' current crediting rates.
  • Take this opportunity to check in with your clients. Offer a beneficiary review and connect with clients to ensure their policies are aligned with their goals. 

Refresh and Benefit

  • Avoid the hassle of transferring policies between carriers. Our internal transfer program offers faster processing, making it easier for you and your clients.
  • Consider Fixed Index Annuities, like our Enhanced Choice Index Plus. It features multi-year guaranteed participation rates and the Legacy Max enhanced death benefit rider for estate planning. 

Reward Yourself

  • Earn full first-year commissions using our Internal Transfer Program.
  • Increase client satisfaction and retention, leading to long-term success and loyalty.
     
Thumbnail of Internal Transfer Flyer

Internal Transfer Program PDF Flyer

More About Sales Insights & Tools
The 50/30/20 allocation model using fixed index annuities offers a strategic alternative to the traditional 60/40 portfolio. Find out how FIAs can become a valuable addition to a balanced investment strategy.
Paul Garofoli shares a strategy for clients to leave a legacy without underwriting, using the Legacy Max Enhanced Death Benefit Rider. This approach helps clients convert “live on” assets into “leave on” legacies, ensuring their financial plans benefit future generations.
Concerned about potential declines in long-term yields and participation rates for fixed indexed annuities? Take advantage of the current higher rates offered by the Enhanced Choice Index Plus Series to save your clients thousands before rates drop.
Now might be a great time to consider a fixed index annuity before interest rates drop. The Index Select Annuity 7 offers a 65% participation rate in the S&P 500® Index gains without any downside risk, plus a 5.00% fixed interest crediting option.
Join us in celebrating the one-year anniversary of the Enhanced Choice Index Plus! Its many options make it a powerful tool to protect and grow clients’ assets.
Knock your next sales meeting out of the park using “Score Big With Legacy Max.” Find out more about what it is, how to use it and where to find it.
As the world becomes more interconnected, so does the need for coverage. Find out how you can offer annuities to foreign nationals working for a company in the United States.
Your clients with CDs are receiving their 1099 forms soon. So, it’s an ideal time of year to talk about the tax advantages of fixed annuities. Share our flyer to show clients what they’d have to earn in a taxable investment to match the earnings of a fixed annuity.

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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.