We Make Things Easy

We’ve taken steps to ensure that doing business with us is easy. See how we can help you and your clients complete the process quickly, easily and securely. Check out our helpful guidelines for doing business with us.

Economic Update: An Eventful Quarter

We all witnessed the economic volatility during the panic phase of the COVID-19 pandemic. Future market direction will depend on news of virus containment and the governmental response. For investors with a long enough time horizon, the best action in this kind of situation has always been to stay the course.

The Standard Promotes Mark MacGillivray

Mark MacGillivray has been promoted to director of Financial Institutions. He’ll be working with our teams to proactively seek out new broker-dealers and banks for the Individual Annuities business line at The Standard.

Why Buying an Annuity Now is the Right Step

When markets are shaky, clients may say they’re waiting for interest rates to rise before taking financial steps like buying an annuity. Use our Cost of Waiting approach and flyer to show how they might be missing out.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

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.

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.

Staying Strong Through the Coronavirus Pandemic

As the scope and complexity of the coronavirus/COVID-19 crisis deepens, The Standard is navigating the challenges with the same expertise and disciplined financial approach that has driven our success for 114 years. Read how we’re staying strong and share our flyer with your clients.