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
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.
Please review this recent compliance alert: Indiana Rule 760 IAC 1-72-1+, Suitability of Individual Annuity Sales Recommendations.

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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.