Annuity Buzz
Date: July 5, 2023
Date: June 6, 2023
Please review this recent compliance alert: Senate Bill 148, Suitability of Individual Annuity Sales Recommendations.
Date: June 6, 2023
Date: June 6, 2023
Date: June 6, 2023
Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
Date: May 1, 2023
Date: May 1, 2023
Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
Date: May 1, 2023
Date: April 3, 2023
It’s easier than ever to get the forms you need and run illustrations yourself. Check out the simple steps.
Date: April 3, 2023
When you’re helping a client withdraw funds from an annuity contract, you’ll need to submit form 5031. This form is The Standard's substitute for IRS Forms W-4P and W-9.