Annuity Buzz

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.

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

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.

If clients are waiting for interest rates to go up before buying an annuity, they may be missing out. We’ve done the math to show that waiting may not be the smartest move.

Help clients get their recurring annuity payments on time, every time. Electronic Funds Transfer makes that happen.

Do you want to give your clients an opportunity to participate in market growth with the safety of downside protection? Then take another look at our Index Select Annuity.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from Advisor Today.

Start by helping potential clients understand the types of annuities, compare them to other saving vehicles and explain their benefits.

Clients with money in taxable investments may be losing out with the taxes they pay year after year. See how a tax-deferred annuity can help.

The Standard Charitable Foundation focuses on giving that aligns with our business purpose — helping people achieve financial well-being and peace of mind. With that in mind, we award grants to nonprofits doing great work in their communities. We recently awarded grants to five worthy organizations.

The last thing you want to hear when you’re helping a client is a request for more paperwork. But for any disbursement of funds, we require one additional form.