Producer Advisories

10-Day Free Look

New Jersey, Minnesota and Oklahoma join Washington for a 10-day free-look period available on restricted SPIAs intended for Medicaid purposes. The shorter 10-day period may help expediate the Medicaid approval process — benefiting you and your client.

New Question on Suitability Form 15510

We’ve updated our suitability form with a question that asks why a client wants to exchange or replace an annuity.

COVID-19 Accommodations for Annuities

We’re implementing some changes to our processes to make it easier for you to do business with us through the challenges of COVID-19 social distancing. Starting now through June 1, 2020, we are implementing numerous business accommodations.

See the Top 5 of 2019

Wondering which Annuity Buzz articles were the most-read in 2019? Read them again for the inside scoop on product features, process news and sales ideas.

Reminder: AGA Discontinued on January 1

The Standard will stop offering the Advantage Growth Annuity on Jan. 1, 2020. All AGA business must have an effective date that’s no later than Dec. 31, 2019.

Important Dates to Remember

The holiday season and end of 2019 are quickly approaching. To meet your clients’ service expectations during this busy time, put some important dates in your calendar.

Are You Running Your Own Illustrations?

If you contacting us for annuity illustration requests, try running your own! Why? It eliminates lag time because you don’t have to wait for help from the home office.

Louisiana Suitability Form and Regulations

This is a recap of a producer advisory sent on July 31, 2019, about Louisiana Regulation LAC 37: XIII Chapter 117, NAIC Suitability in Annuity Transactions.

Reminder: SCA 7 Discontinued October 1

The Standard will stop offering the Strategic Choice Annuity 7 on October 1, 2019. All new SCA 7 business must have an effective date that’s no later than September 30, 2019.

Run Your Own Illustrations With Our New Online Software

Online illustration software is now available for our FGA, ISA, Certain Period SPIA and Restricted SPIA. From our annuities website, choose Run an Illustration. Then enter your information on the ImagiSOFT illustration software portal.