Quicker Processing for Co-Owned Annuities
Co-owned annuities are popular options for couples, family members or business partners who are looking to secure their financial future together.
For co-owned contracts, both owners must sign every request and form to ensure complete submissions. If one signature is missing, it’s marked as incomplete and sent back for corrections, causing delays in processing. These delays can be frustrating for everyone involved.
Make sure to follow the signature requirements. That way, you and your clients avoid unnecessary setbacks and ensure a quick and pleasant experience.
If you have questions, contact our service specialists at 800.247.6888 or send us a message.
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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.