Start the Process with the Right Forms

November 2, 2021

Using the most current forms helps streamline the application process and prevents delays. Your best move is to download forms from standard.com.

  1. Start at standard.com/annuities.
  2. Select your distributor in the left-side drop-down menu. Or select “not affiliated with a distributor or distributor not listed.”
  3. Choose the Find Forms and Materials button to search for the forms you need.

 

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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.
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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.