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Get to Know The Standard
June 6, 2023
We’re proud to be involved in our community and to foster such a strong culture of giving.
Producer Advisories
June 6, 2023
We strive to provide excellent service. Help us improve our customer experience.
Producer Advisories
June 6, 2023

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
Get to Know The Standard
May 1, 2023
The newest additions to our Individual Annuities team bring strong and varied experience in the insurance and financial services industry.
Economic Updates
May 1, 2023
The first quarter of 2023 had its share of worrisome economic news. Still, markets all over the world started the year strong.
Producer Advisories
May 1, 2023

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
May 1, 2023
We’ll be mailing IRS Form 5498 to IRA policyholders who had reportable contributions for 2022 by May 31, 2023.
Sales Insights & Tools
April 3, 2023

April is an ideal time to talk about the tax advantages of fixed annuities. Your clients with CDs should be receiving 1099 forms from their banks showing their taxable gains for 2022.
Get to Know The Standard, Sales Insights & Tools
April 3, 2023

It’s easier than ever to get the forms you need and run illustrations yourself. Check out the simple steps.
Producer Advisories
April 3, 2023

When you’re helping a client withdraw funds from an annuity contract, you’ll need to submit form 5031. This form is The Standard's substitute for IRS Forms W-4P and W-9.