Annuity Buzz

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.

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.