Annuity Buzz

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.

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.

We’re dedicated to processing your new business applications and checks promptly. We accept applications sent by regular mail, overnight delivery, fax and email.

Are you applying to industry organizations for recognition of your sales achievements? We can help by writing letters to certify your production.

A smooth application process for you and your clients is always our goal. Follow two key steps to avoid delays in delivering a completed contract to a client.

Downloadable 1099 forms are just one of many new features on the Annuity Portal. See how we’re making it even easier and faster to do business with us.

Clients who took a distribution in 2022 will receive their IRS Form 1099-R in the mail no later than February 15.