Skip to main content

Annuity Buzz

Go to Filters Results
Sales Insights & Tools
Date: September 30, 2024
The 50/30/20 allocation model using fixed index annuities offers a strategic alternative to the traditional 60/40 portfolio. Find out how FIAs can become a valuable addition to a balanced investment strategy.
Get to Know The Standard
Date: September 30, 2024
We’re honored to be recognized once again as a best place to work for disability inclusion for the third consecutive year. Scoring a perfect 100 on the Disability Equality Index, we demonstrate our commitment to creating an inclusive workplace.
Sales Insights & Tools
Date: September 30, 2024
Paul Garofoli shares a strategy for clients to leave a legacy without underwriting, using the Legacy Max Enhanced Death Benefit Rider. This approach helps clients convert “live on” assets into “leave on” legacies, ensuring their financial plans benefit future generations.
Producer Advisories
Date: September 30, 2024
To ensure prompt processing of your new business applications, follow our specific mailing instructions and key steps. We accept applications via regular mail, overnight delivery, fax and email.
Sales Insights & Tools
Date: September 3, 2024
Concerned about potential declines in long-term yields and participation rates for fixed indexed annuities? Take advantage of the current higher rates offered by the Enhanced Choice Index Plus Series to save your clients thousands before rates drop.
Sales Insights & Tools
Date: September 3, 2024
Now might be a great time to consider a fixed index annuity before interest rates drop. The Index Select Annuity 7 offers a 65% participation rate in the S&P 500® Index gains without any downside risk, plus a 5.00% fixed interest crediting option.
Producer Advisories
Date: September 3, 2024
As the year-end approaches, it’s time to review RMDs for clients aged 73 and older. Ensure they’re informed about their RMD options for 2024 and 2025, direct deposit setups and necessary documentation for any changes.
Producer Advisories
Date: September 3, 2024
Please review this recent compliance alert: Rule 20 CSR 400-5.900, Suitability of Individual Annuity Sales Recommendations.
Sales Insights & Tools
Date: July 29, 2024
Join us in celebrating the one-year anniversary of the Enhanced Choice Index Plus! Its many options make it a powerful tool to protect and grow clients’ assets.
Sales Insights & Tools
Date: July 29, 2024
Knock your next sales meeting out of the park using “Score Big With Legacy Max.” Find out more about what it is, how to use it and where to find it.
Jump back to top