RMD Check-Ins: Get Them on the Calendar

September 3, 2024

We’re heading toward the end of the year — and the usual deadline for annual required minimum distributions from qualified policies for annuitants who are 73 and older. Take this opportunity to check in with your clients on these topics:

RMD options for 2024 and 2025
Setting up direct deposits
Getting required documentation if they change their 2024 RMD option

Head to the Annuities homepage to get required forms. Select your distributor in the drop-down menu, go to Find Forms and Materials, and select Policyowner Service. Call our service specialists for information about special handling options.

Have questions or need an RMD quote? Contact our service specialists at 800.247.6888 or send us a message. We also accept faxed requests to 800.378.4570.

Producer Advisories

More About Producer Advisories

Missouri Producer Advisory

Please review this recent compliance alert: Rule 20 CSR 400-5.900, Suitability of Individual Annuity Sales Recommendations.

How to Ensure a Smooth Claims Process

Starting a claims process can be difficult, especially considering the surrounding circumstances. Help your clients prepare to ensure a smooth, easy claims process.

New Business Checklist

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.

Updated Process for California Clients Over 65

California producers or those presenting in California are subject to new forms starting in July. Make sure you know which ones you need to bring with you.

New Feature: Contract Pages on the Annuity Portal

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

Indiana Producer Advisory

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

Utah Producer Advisory

Please review this recent compliance alert: Utah Rule R590-230, Suitability of Individual Annuity Sales Recommendations.

Vermont Producer Advisory

Please review this recent compliance alert: Vermont Regulation I-2023-01, Suitability of Individual Annuity Sales Recommendations.

New Cross-Border Sales Policy and Form

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.

Related Products or Services

Annuities

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.