New Feature: Contract Pages on the Annuity Portal

June 5, 2024

Clients can now view and download contract pages on the Annuity Portal! 

Here’s what’s new:

  • View and download original contract pages.
  • To keep clients’ private information safe, we’re only including the welcome letter, contract pages, state notices, riders and endorsements. 

We hope you’re enjoying the portal’s intuitive experience and easy access to policy information, dynamic reporting and resources exclusively for you. Head to the Annuity Producer Portal Guide to learn more, watch a demonstration video and get login instructions. 

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

More About Producer Advisories
Please review this recent compliance alert: Indiana Rule 760 IAC 1-72-1+, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Utah Rule R590-230, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Vermont Regulation I-2023-01, Suitability of Individual Annuity Sales Recommendations.
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.

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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.