Annuity Buzz
Congrats to our team member, Paul Garofoli, for receiving the ID 20 Award from NAILBA.
We know you’re committed to offering your clients access to a guaranteed income stream in retirement. Get insights about the strategic need for annuities in ThinkAdvisor’s “The Case for Fixed Indexed Annuities.”
Clients who took a distribution in 2021 will receive their IRS Form 1099-R no later than the second week in February.
Please review this recent compliance alert.
Alabama: Rule 482-1-137-.01+, Suitability of Individual Annuity Sales Recommendations
Please review this recent compliance alert.
Kentucky: Rule 806 KAR 12:120, Suitability of Individual Annuity Sales Recommendations
Please review this recent compliance alert.
Maine: Rule 02-031 Chapter 917, Suitability of Individual Annuity Sales Recommendations
Please review this recent compliance alert.
North Dakota: House Bill 1160, Suitability of Individual Annuity Sales Recommendations
Please review this recent compliance alert.
Mississippi: Rule 19-2: 18.01+, Suitability of Individual Annuity Sales Recommendations
Next year, we’ll be bringing you products for new markets and sharpening our technology to make doing business with us even easier. Thank you for helping us make this a great year. We look forward to an even more successful 2022.
Rich Lane, Vice President of Sales and Marketing, Individual Annuities
Each year, employees at The Standard give to causes, volunteer their time and help their communities in other ways. In the spirit of the giving season, learn more about how we are making a difference.