Annuity Buzz
The global economic recovery experienced a few hiccups during the last few months. But economists are expecting things to get back on track as COVID-19 cases continue to decline. They’re projecting strong growth for the rest of this year and for 2022.
Still waiting to experience the benefits of DocuSign? Delivering annuity contracts online is an efficient way to ensure clients have reviewed and signed documents on time. Read more about DocuSign and get the FAQ.
The SECURE Act has changed the Internal Revenue Code for qualified policies. We’ll be sending a contract amendment and updated riders to affected clients with in-force qualified policies.
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.
Our Environmental, Social and Governance Report shares how we ensure the long-term sustainability of the company, and measure and manage the effect our company has on customers, communities and the environment.
We’re heading toward the end of the year — and the usual deadline for annual required minimum distributions from qualified policies for annuitants who are 72 and older. Take this opportunity to check in with your clients.
Please review this recent compliance alert.
Montana: Senate Bill 363, Suitability of Individual Annuity Sales Recommendations
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 in the business of helping others, and not just our customers,” said Dan McMillan, president and CEO. “For more than 115 years, The Standard has strengthened our communities by finding ways to care for our friends and neighbors."
We’re dedicated to processing your new business applications and checks promptly. Check this chart to make sure you have our correct mailing addresses. Sending your information to the correct address will help us ensure timely delivery of your new cases.