Annuity Buzz

Melany Bahena has joined our team as a marketing analyst and we welcome her skills and creativity. At a time when sales are brisk and we’re developing new partnerships, Melany will help us meet our growing marketing needs.

Downloadable 1099 forms are just one of many new features on the Annuity Portal. See how we’re making it even easier and faster to do business with us.

Clients who took a distribution in 2022 will receive their IRS Form 1099-R in the mail no later than February 15.

Please review this recent compliance alert: Regulation 3 AAC 23.208(9)+, Suitability of Individual Annuity Sales Recommendations.

Please review this recent compliance alert: House Bill 2111 and Senate Bill 3079, Suitability of Individual Annuity Sales Recommendations.

Please review this recent compliance alert: House Bill 4394 and Senate Bill 4108, Suitability of Individual Annuity Sales Recommendations.

Please review this recent compliance alert: Rule 11 NCAC 12.0462, Suitability of Individual Annuity Sales Recommendations.

Thank you for trusting The Standard with your clients' fixed annuities. We’ve had a record year for sales, introduced our newest FIA – the Enhanced Choice Index, and launched our Annuity Portal.

Rich Lane, Vice President of Sales and Marketing, Individual Annuities

Here are two things to expect in January – resolutions and RMD notifications. We’ll take care of the latter (and leave the resolution-making to you).

By now, you know our Enhanced Choice Index annuity offers growth, flexibility and security to your clients. In our new video, we spotlight the ECI’s multiple index and crediting options, including an index that appeals to more socially conscious investors.