Annuity Buzz

Here are two things to expect in January – resolutions and RMD notifications. We’ll take care of the latter (and leave the resolution-making to you).

By now, you know our Enhanced Choice Index annuity offers growth, flexibility and security to your clients. In our new video, we spotlight the ECI’s multiple index and crediting options, including an index that appeals to more socially conscious investors.

The holiday season and end of 2022 are quickly approaching. To meet your clients’ service expectations during this busy time, please put these important dates in your calendar.

To avoid delays when submitting new annuity applications, be sure to check your state requirements in our NAIC Suitability by State chart — and complete your required trainings. Many states are adopting the 2020 Best Interest Standard for suitability in annuity transactions which has additional training requirements.

Markets were volatile in the third quarter as investors tried to guess how the Fed would act to address inflation. While the current choppiness may continue in the near future, we still believe in the market over the long run.

Please review this recent compliance alert: CO Regulation 4-1-11, Suitability of Individual Annuity Sales Recommendations.

Please review this recent compliance alert: Regulation 69-29, Suitability of Individual Annuity Sales Recommendations.

We’re excited to welcome Jason Robbins to the Annuities team. As our senior annuity product manager, he’ll help drive our product strategy and launch new products.

The Standard was recently named one of the best places to work for disability inclusion by the American Association of People with Disabilities. Top-scoring companies not only excel in disability inclusion but are working to move from accommodation to inclusion and genuine belonging.

We strive to make it easier for you to fulfill a client’s request for disbursement. Knowing what forms are required can make the process go more smoothly.