Welcoming A New Perspective
This month's Annuity News is honored to include guest writer Bob Williams. Bob works for one of The Standard's top National Marketing Organizations, Imeriti, Inc. Personally, I have known Bob Williams for more than 10 years and have seen him dazzle brokers at seminars with his insight on how the typical baby boomer should think about investing. In his article, "Saving Versus Investing," Bob's direct, simple analysis of the investment world will allow your clients to clearly know if they should save or invest their money. If you have interest in hearing more about Bob's strategy, you can reach him at Imeriti, Inc. by calling 800-921-3100.
Director, Sales & Marketing
Saving Versus Investing
Should we invest, or should we save? It's a story as old as the "Tortoise and the Hare." As children, we are mystified by how the slow, but steady, tortoise beats the much faster hare in the race. As adults, we have an equally perplexing question: "Should we invest, or should we save?" However, the decisions we make as adults are not fairy tales — they are critical.
New Contract? Send Us The Delivery Receipt
When a new contract issued in California, Louisiana, Pennsylvania, South Dakota or West Virginia is delivered to your client, a signed delivery receipt is required to be returned to The Standard. This delivery receipt is a state requirement and noncompliance can result in fines during state audits.
Please review these recent compliance alerts.
Maryland — Regulation 31.09.12.01 – 11: Suitability of Annuity Sales
Alaska — Alaska House Bill 164: L&H Insurance Guaranty Notice
Idaho — Idaho Senate Bill 1090: L&H Insurance Guaranty Notice
Montana — Montana Senate Bill 78: L&H Insurance Guaranty Notice
Texas — Texas Senate Bill 567: L&H Insurance Guaranty Notice
Hawaii — Senate Bill 232: Civil Union Arrangements
Annuity News is an online newsletter for annuities producers of The Standard.