Annuity Buzz
Our Pro Tips flyer can help you raise your social profile. Plus, June's Annuity Awareness Month provides a perfect opportunity to reach out to potential new clients.
The deadline to file Form 5498 has been delayed by the CARES Act. We plan to send the form to policyowners in August.
Looking for an annuity provider who’s easy to do business with? Contact us. We’ve simplified our processes to make them easier and faster. Learn more about how we make things easy for you and your clients.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
We believe our annuities give your clients the certainty and security they won’t find anywhere else. Watch our video to see who we are and how our company values define how we do business.
A Note From Greg Ness, Chairman, President and CEO
As the global health crisis continues to disrupt lives, communities and the economy, I am confident we’ll continue helping people when they need us the most.
We recently sent out letters about the CARES Act legislative changes affecting Required Minimum Distributions to clients that are RMD eligible. They were customized for each clients’ situation, describing the distribution options that are now available.
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.
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.
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.
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