Annuity Buzz
It’s been a year since we added a participation rate index crediting option to our Index Select Annuity. Have you talked to your clients about this appealing addition?
We’re heading toward the end of the year — and the deadline for annual required minimum distributions from qualified policies for annuitants who are 70½ and older. Here are some facts about RMDs and why an autumn distribution is a great idea.
The Standard will stop offering the Strategic Choice Annuity 7 on October 1, 2019. All new SCA 7 business must have an effective date that’s no later than September 30, 2019.
This is a recap of a producer advisory sent on July 31, 2019, about Louisiana Regulation LAC 37: XIII Chapter 117, NAIC Suitability in Annuity Transactions.
This month, I’m kicking off a series of short videos about The Standard. Our first video focuses on our culture of caring. Please watch and share with your clients.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
We’ve made big changes to standard.com/annuities. We’ve developed new features and functionality to create a more customized experience. The result is easier access to rates and product training tailored to you.
Online illustration software is now available for our FGA, ISA, Certain Period SPIA and Restricted SPIA. From our annuities website, choose Run an Illustration. Then enter your information on the ImagiSOFT illustration software portal.
The U.S. economy has shown growth for 121 consecutive months since June 2009. Unfortunately, our GDP growth may be slowing down. Goldman Sachs predicts that the European Central Bank will lower its deposit rate by 20 basis points and restart quantitative easing in September.
Do you need help getting clients to open up about their financial concerns and priorities? We’ve put together a list of questions to help you start the conversation and guide clients to solutions that are right for them.
When you’re ready to deliver an annuity to a client, the last thing you want to hear is that you’re holding up the process. That could happen if you haven’t completed the required product training.