Annuity Buzz

By Paul Garofoli, Regional Sales Director, Individual Annuities. Published originally by ThinkAdvisor.

With a little context and explanation, you can help demystify annuities and help clients make more informed decisions.

Congrats to our team member, Paul Garofoli, for receiving the ID 20 Award from NAILBA.

Using the most current forms helps streamline the application process and prevents delays. Your best move is to download forms from standard.com.

Handy. Helpful. Easy to use. Our new Annuity Marketing Toolkits are all three. We’ve put sales ideas and other important resources in one place, so you can quickly find and share them.

While pandemic-related issues and interest rates are in the news, clients are still mostly focused on income and accumulation. That’s the word from Due Diligence Works, an independent firm focused on product research and industry trends. Get the full story in DDW’s Market Insight report.

We’re excited to welcome Alan Assner to our Annuities team. As assistant vice president, he’ll oversee actuarial, sales distribution, operations, service and strategy.

Paul Garofoli has joined our Annuities team as a regional sales director. Based in Texas, he’ll work with our marketing organizations and advisors across the country. Welcome, Paul!

Our restricted payout option can give annuity owners peace of mind that their beneficiaries will be paid according to their wishes. See how it can work.

By John Williams, Regional Sales Director, Individual Annuities. Published originally by ThinkAdvisor.

While tax benefits are not the only deciding factor when considering a fixed deferred annuity, they are meaningful and can help your clients see all the positive attributes of annuities.

If an annuity owner passes away, do you know the options for the surviving spouse and beneficiary on an annuity? Assuming ownership of an annuity after the death of an owner might be the best option for a surviving spouse.