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Producer Advisories
August 31, 2021

Please review this recent compliance alert.
Virginia: Regulation 14VAC5-45-10+, Suitability of Individual Annuity Sales Recommendations
Producer Advisories
July 29, 2021

Good news! We’ve extended our Annuity Services call center hours. Now you can reach us from 5 a.m. to 5 p.m. Pacific time, Monday through Friday.

Producer Advisories
July 29, 2021

Please review this recent compliance alert.
Delaware: Regulation 1214, Suitability of Individual Annuity Sales Recommendations
Producer Advisories
June 30, 2021

For IRAs with reportable contributions for the previous tax year, the Internal Revenue Service requires us to file Form 5498. The deadline for 2021 was once again delayed due to the COVID-19 pandemic. The Standard mailed these forms to policyholders on or before June 30, 2021.

Producer Advisories
June 30, 2021

Please review this recent compliance alert.
Idaho: House Bill 79, Suitability of Individual Annuity Sales Recommendations
Producer Advisories
June 30, 2021

Please review this recent compliance alert.
Nebraska: Legislative Bill 22, Suitability of Individual Annuity Sales Recommendations
Producer Advisories
June 1, 2021

When you’re helping a client apply for an IRA, understanding the difference between a rollover and a transfer is important. Checking the wrong box about the source of the funds can result in a letter from the IRS. Let’s look at how to help clients avoid IRS questions about income reporting.
Producer Advisories
April 30, 2021

Please review this recent compliance alert.
Ohio: Rule 3901-6-03, Suitability of Individual Annuity Sales Recommendations
Producer Advisories
April 30, 2021

Please review this recent compliance alert.
Rhode Island: Rule 230-RICR-20-25-1, Suitability of Individual Annuity Sales Recommendations
Producer Advisories
March 31, 2021

Policies that are owned by a trust now require a new Certification of Trust form. Get the details on how to submit the form.