Annuity Buzz
The interest or crediting rate is not always the top reason consumers choose an annuity. Review our Top Ten Reasons sales idea and client-friendly flyer to see all the benefits that fixed annuities can add to your client's portfolio.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
Make sure you’re always using current forms to ensure a streamlined application process and avoid delays. The best way to do this is to download forms from standard.com. Take three simple steps to find your forms.
Review our Top Ten Reasons to see all the benefits that fixed annuities can add to a client’s portfolio. For clients who want to build and protect their assets, annuities are a great option.
Avoid process delays by making sure an application is 100% complete. It often comes down to three little boxes.
Due to the SECURE Act, we previously suspended sales of inherited IRAs. We are happy to announce as of Sept. 1, 2020, we will start accepting inherited IRAs for spouses only. At this time we are not accepting non-spousal inherited IRAs but will review this decision in the future.
Effective immediately, producers in Pennsylvania must be licensed and appointed with The Standard before signing an application with us. We can’t process applications in the state if you aren’t appointed with us.
Clients who decide to wait a year before buying an annuity may be missing out on big gains. Share a few examples to help them realize the benefits of compounded growth and tax deferral.
Don’t let low interest rates keep your clients from considering a fixed annuity as part of their portfolio. Our Cost of Waiting sales idea and client-friendly flyer describes how compounded growth and tax deferral can grow their savings faster than they may think, even when interest rates are low.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
Who doesn’t want a faster, easier way to receive new annuity contracts? Later this year, our clients and producers will be able to review, sign, save, and print contracts through DocuSign. Delivering contract forms online will help you and your clients save time — and get contract requirements completed quickly.