Maximize Your Earnings With Our Internal Transfer Program

November 1, 2024

Earn Extra Commission

We offer full commission on most internal annuity transfers. This applies to annuity business out of surrender, written after 2008, for clients aged 85 and younger. Internal Transfers are not allowed on death claims or non-qualified inherited contracts.

Review Your Clients’ Policies

  • Use our annuity portal to review your existing book of business and check your clients' current crediting rates.
  • Take this opportunity to check in with your clients. Offer a beneficiary review and connect with clients to ensure their policies are aligned with their goals. 

Refresh and Benefit

  • Avoid the hassle of transferring policies between carriers. Our internal transfer program offers faster processing, making it easier for you and your clients.
  • Consider Fixed Index Annuities, like our Enhanced Choice Index Plus. It features multi-year guaranteed participation rates and the Legacy Max enhanced death benefit rider for estate planning. 

Reward Yourself

  • Earn full first-year commissions using our Internal Transfer Program.
  • Increase client satisfaction and retention, leading to long-term success and loyalty.
     
Thumbnail of Internal Transfer Flyer

Internal Transfer Program PDF Flyer

More About Sales Insights & Tools
Offering beneficiary reviews can serve as a conversation starter that helps you deepen client relationships, uncover new needs, and position yourself as a proactive partner in their financial well‑being.
The new Annuity Q&A Playbook is your go‑to tool for FIA questions. This guide helps you have clear, client‑friendly answers that build trust and pave the way to stronger relationships.
Discover how partial index crediting locks in growth and can add valuable benefits for your clients. See an example of how this feature works and the flexibility it offers through life’s changes.
Members of our Annuities team were recently featured in several industry publications, sharing insights on legacy planning, interest rate changes and index product opportunities.
For clients seeking more than fixed rate annuities, consider positioning the ECI Plus FIA as an alternative. This is designed to support retirement savings through guaranteed crediting features even in varying market conditions.
In today’s uncertain market, many clients are looking to protect their savings and grow their funds — ECI Plus delivers both. The innovative Trigger Rate Plus crediting strategy delivers guaranteed earnings no matter what.

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Doing business with The Standard is good for you and your clients. Our annuities offer innovative product design, desirable rates, competitive compensation, high industry ratings and excellent service.