The Power of Tax Deferral

One of the benefits of an annuity is tax deferral, because you don't pay taxes on your earnings until you withdraw your funds. Tax-deferred annuities make your money work harder with triple-compounding by:

Effective April 1, 2017, the Secured Rate Annuity series (SRA 1, SRA 5 and SRA 6) and Flexible Choice Annuity (FCA) will no longer be offered by The Standard. All SRA or FCA business must be issued with an effective date no later than March 31, 2017, with no exceptions.

By Friday, March 31, 2017:

Date: March 1, 2017
From: Dawn Wellenbrink, Compliance Analyst

State: Delaware
Bill/Regulation: Regulation 1214
Effective: June 1, 2017
Subject: Suitability in Annuity Transactions

Building relationships online is just like building relationships in person: it takes time. Your mission is to keep it up; to continue to build relationships with people by connecting with them in a meaningful way, engaging with their content and answering their questions, and providing useful information that helps them do their job better.

By Rich Lane, 2nd VP of Sales and Marketing, Individual Annuities. This article originally appeared in the December/January 2016 issue of NAFA Annuity Outlook magazine.

The Standard announced on Jan. 25, 2017 that Rich Lane has been promoted to second vice president of Individual Annuities Sales and Marketing.

Steps to Success

Success is easier to achieve when you realize the potential already within yourself. By focusing on what is already in place, you can build your fixed annuity business and be the best you can be.

Follow these steps to create success for yourself and your clients.

1. Use Your Existing Successes