Annuity Buzz
Relationship building hasn’t changed much over the years. Some of the tools we used to make connections generations ago are still viable today. An old school approach could actually help you stand out in a digital world.
When you’re helping a client apply for an IRA, understanding the difference between a rollover and a transfer is important. Checking the wrong box about the source of the funds can result in a letter from the IRS. Let’s look at how to help clients avoid IRS questions about income reporting.
June is Annuity Awareness Month and the perfect time to explore the National Association of Fixed Annuities and the Society of Annuity Facts and Education.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
Focused Growth Annuity and Index Select Annuity illustration software has launched! You can now run your own illustrations from our Annuities home page.
By Chris Conklin, Vice President of Individual Annuities. Reprinted with permission from Advisor Magazine & Advisor e-newsLink.
Annuities can offer clients a safe, stable way to invest due to interest rates, flexible issue ages and surrender periods.
Our beliefs don’t stop at our walls. We believe in helping our communities grow stronger — so the world can be brighter for all of us. The Standard has a mission to make a difference in the places we live and work.
During Annuity Awareness Month, reach out to clients who want to build and protect their assets. Feel free to share our Top Ten Reasons to Buy a Fixed Annuity.
Not surprisingly, annuity administrators have to pay attention to requirements when they’re submitting documents. Most of the time, The Standard can accept copies of important documents by fax, email or mail. A few situations require an original signature.
This month, I’m sharing a video that truly portrays how The Standard thinks about our business. It tells the story of our employees, the people you interact with every day.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
Focused Growth Annuity and Index Select Annuity illustration software has launched! You can now run your own illustrations from our Annuities home page.