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Producer Advisories
May 1, 2023

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
May 1, 2023
We’ll be mailing IRS Form 5498 to IRA policyholders who had reportable contributions for 2022 by May 31, 2023.
Producer Advisories
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.

Producer Advisories
March 1, 2023

We’re dedicated to processing your new business applications and checks promptly. We accept applications sent by regular mail, overnight delivery, fax and email.
Producer Advisories
February 1, 2023

Are you applying to industry organizations for recognition of your sales achievements? We can help by writing letters to certify your production.
Producer Advisories
February 1, 2023

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.
Producer Advisories
January 3, 2023

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.
Producer Advisories
January 3, 2023

Clients who took a distribution in 2022 will receive their IRS Form 1099-R in the mail no later than February 15.
Producer Advisories
January 3, 2023

Please review this recent compliance alert: Regulation 3 AAC 23.208(9)+, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
January 3, 2023

Please review this recent compliance alert: House Bill 2111 and Senate Bill 3079, Suitability of Individual Annuity Sales Recommendations.