Annuity Buzz
Our first-quarter economic report describes continued high inflation, but strong jobs growth.
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.
Please review this recent compliance alert.
Connecticut: Regulation 38A-432A-1+ , Suitability of Individual Annuity Sales Recommendations
Our Enhanced Choice Index is available to sell now. A single-premium deferred annuity, the ECI offers features to optimize growth capabilities. These include four distinct indexed-crediting strategies and an enhanced participation rate feature.
If clients are waiting for interest rates to go up before buying an annuity, they may be missing out.
Help your clients choose the correct type of transaction to avoid IRS hassles. We break down the difference.
For couples worried about depleting their assets, a Medicaid-compliant annuity may be a solution. It’s a way to preserve assets and still qualify for Medicaid. Learn about this financial planning tool in CNBC’s “A ‘Medicaid Annuity’ May Be a Useful Option When Your Spouse Needs Nursing Home Care.”
Looking for hot topics to share with clients? Check out the Sales Ideas Toolkit for marketing tips and solutions.
We’re honored to be recognized for equality in the workplace. Read more about how we received a perfect score on the 2022 Corporate Equality Index.
Beneficiaries have a lot to deal with after the death of a loved one. We’re committed to providing support through the claims process.