Annuity Buzz
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June 1, 2022

Please review this recent compliance alert.
Pennsylvania: Senate Bill 772, Suitability of Individual Annuity Sales Recommendations
May 1, 2022

After two years of delays due to the COVID-19 pandemic, the IRS is back on its regular filing schedule. The Standard will mail IRS Form 5498 to policyholders by May 31, 2022.
April 4, 2022

Please review this recent compliance alert.
Connecticut: Regulation 38A-432A-1+ , Suitability of Individual Annuity Sales Recommendations
April 4, 2022

Help your clients choose the correct type of transaction to avoid IRS hassles. We break down the difference.
March 2, 2022

Beneficiaries have a lot to deal with after the death of a loved one. We’re committed to providing support through the claims process.
February 1, 2022

Get the industry recognition you deserve. Let us help you with certification letters.
February 1, 2022

Make sure your client’s application experience is a positive one from the get-go. Here’s how.
January 4, 2022

Clients who took a distribution in 2021 will receive their IRS Form 1099-R no later than the second week in February.
January 4, 2022

Please review this recent compliance alert.
Alabama: Rule 482-1-137-.01+, Suitability of Individual Annuity Sales Recommendations
January 4, 2022

Please review this recent compliance alert.
North Dakota: House Bill 1160, Suitability of Individual Annuity Sales Recommendations