Welcome Paul Garofoli to the Team

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!

Help Clients Control How Beneficiaries Are Paid

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.

Form 5498s Delayed for 2021

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.

Idaho Producer Advisory

Please review this recent compliance alert.
Idaho: House Bill 79, Suitability of Individual Annuity Sales Recommendations

Nebraska Producer Advisory

Please review this recent compliance alert.
Nebraska: Legislative Bill 22, Suitability of Individual Annuity Sales Recommendations

Resources for Annuity Awareness Month

During National Annuity Awareness Month in June, use our most popular sales ideas to easily communicate with clients. These resources are great to share the rest of the year, too!

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

The Role of Annuities in a Comprehensive Retirement Portfolio

By John Williams, Regional Sales Director, Individual Annuities. Published originally by ThinkAdvisor.

While tax benefits are not the only deciding factor when considering a fixed deferred annuity, they are meaningful and can help your clients see all the positive attributes of annuities.