Producer Appointment Requests

October 3, 2023

As a reminder, we are a just-in-time carrier. This means that we process state appointments for producers at the time of application.

We don’t process producer appointment requests until you submit your new business application, except for Pennsylvania which is a pre-appointment state.

To avoid processing delays, please include any required documentation of Annuity Suitability & Best Interest Standard certificates with your producer contracting paperwork.

Producer Advisories

More About Producer Advisories

Ensure Clients Get Funds When They Need Them

Help clients get their recurring annuity payments on time, every time. Electronic Funds Transfer makes that happen on time, every time.

Start Setting Your RMD Check-Ins With Clients

It’s time to start setting up end-of-year RMD check-ins with your clients. These deadlines can approach fast — make sure you’ve got everything you need.

Oklahoma Producer Advisory

Please review this recent compliance alert: Oklahoma Administrative Code (OAC) 365:25-17-7., Suitability of Individual Annuity Sales Recommendations.

Reminder: Index Products Changed to Daily Sweep

As a reminder, on July 17, 2023, we changed all our index products to a daily sweep to align with industry standards.

Georgia Producer Advisory

Please review this compliance alert: Rule 120-2-94.06, Suitability of Individual Annuity Sales Recommendations.

Illinois Producer Advisory

Please review this compliance alert: Rule 3120.10+,, Suitability of Individual Annuity Sales Recommendations.

New Business Entity Form Required

New changes to the Business Entity Resolution Certification improve the process.

Wyoming Producer Advisory

Please review this compliance alert: Rule ADC Ins Gen Ch 64, Suitability of Individual Annuity Sales Recommendations.

We Want to Hear From You

We strive to provide excellent service. Help us improve our customer experience.

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.