Annuity Buzz
Producer Advisories
Date: January 30, 2018
Your clients will receive their 1099R no later than the second week in February. Please note, if a distribution was not a taxable event, such as a qualified transfer between financial institutions, or your client did not take a distribution in 2017, a 1099R will not be generated.
Producer Advisories
Date: May 1, 2017
Producer Advisories
Date: February 24, 2017
Effective April 1, 2017, the Secured Rate Annuity series (SRA 1, SRA 5 and SRA 6) and Flexible Choice Annuity (FCA) will no longer be offered by The Standard. All SRA or FCA business must be issued with an effective date no later than March 31, 2017, with no exceptions.
By Friday, March 31, 2017: