Updated Process for California Clients Over 65

July 1, 2024

Starting July 1, 2024, you must complete, sign and return our forms for California clients ages 65 and older. Make sure you know which form you need. 

  • In-Home Presentation
    • The producer and anyone present ages 65 and older need to complete, sign and return our Notice to California Residents 65 Years of Age and Older In-Home Insurance Presentation form 11497. 
  • No In-Home Presentation
    • The producer needs to complete, sign and return our Instructions for Notice to California Residents 65 Years of Age and Older In-Home Insurance Presentation form 24051. This form is a new requirement. 

Here’s how to find the forms: 

  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 “Find Forms and Materials.” 
  4. Select the product you are selling and “Get PDF Forms Package.” The California In-Home Presentation forms will show up in the list. Have 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.