Annuity Buzz
By John Williams, Regional Sales Director, Individual Annuities. Reprinted with permission from original source, Advisor Magazine.
While it’s normal for people to want the best return on their investments, waiting to buy an annuity could mean a missed opportunity.
By Mark MacGillivray, Sales Director, Financial Institutions, Individual Annuities. Published originally in InsuranceNewsNet.
Most clients don’t know that a Medicaid SPIA exists — let alone the steps they should take when considering one.
By Dan Jolivet, Ph.D., Workplace Possibilities Practice Consultant.
Read my recent post for tips on how to communicate with children during a crisis, maintaining your mental wellbeing, self-care and balancing remote work, childcare and remote learning.
Rick Headley and Rebecca Mattingly have joined our Annuities administration leadership team, and Brittany Bobbitt takes on a new role as director of Individual Annuities administration.
Learn the why behind disbursement Form 5031, to help a client withdraw funds from an annuity contract, and how we make it easy to complete.
Our newest annuity — the Multi-Choice Annuity — launched this month. The single-premium fixed deferred annuity offers an exciting and unique feature – clients can select from four withdrawal options to best meet their needs.
Rich Lane, Vice President of Sales and Marketing, Individual Annuities
The Multi-Choice Annuity is a single-premium deferred annuity. It offers a robust set of client-friendly features, plus a unique option where clients can select a withdrawal provision that best meets their financial needs.
Businesses of all kinds are delivering and signing documents online — and realizing the many benefits. That’s why we’re now providing online delivery of annuity contracts through DocuSign.
The adage that “the market climbs a wall of worry” was probably never truer than it was during this past year. After an initial sharp decline in March, the markets spent the rest of the year recovering from those losses and tacking on additional gains to boot.
The IRS requires The Standard to file Form 1099-R by Jan. 31 of the year after a taxable distribution. Your clients should receive their 1099-R forms, which report distributions from annuities, no later than the second week in February.