Annuity Buzz

Please review this recent compliance alert.
Texas: House Bill 1777, Suitability of Individual Annuity Sales Recommendations

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

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.

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.

With 2021 half over and most states fully reopened after pandemic shutdowns, the economy continues to rebound. Economists are expecting strong GDP numbers for the rest of the year and a historically strong 2021 overall.

Our 2020 Community Engagement Report highlights our culture of caring. See how we believe in giving back to the communities where we live and work.

Please review this recent compliance alert.
Delaware: Regulation 1214, Suitability of Individual Annuity Sales Recommendations

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.

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.