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Start Setting Your RMD Check-Ins With Clients

We’re heading toward the end of the year — and the usual deadline for annual required minimum distributions from qualified policies for annuitants who are 73 and older. 

Take this opportunity to check in with your clients on these topics:

Head to the Annuities homepage to get required forms. Select your distributor in the drop-down menu, go to Find Forms and Materials, and select Policyowner Service. 

Call our service specialists for information about special handling options. 

Have Questions?

If you have questions or need an RMD quote, contact our service specialists at 800.247.6888 or send us a message. We also accept faxed requests to 800.378.4570.

Content Topics

More About Producer Advisories

Please review this recent compliance alert: Oklahoma Administrative Code (OAC) 365:25-17-7., Suitability of Individual Annuity Sales Recommendations.
Please review this compliance alert: Rule 120-2-94.06, Suitability of Individual Annuity Sales Recommendations.
Please review this compliance alert: Rule 3120.10+,, Suitability of Individual Annuity Sales Recommendations.
Please review this compliance alert: Rule ADC Ins Gen Ch 64, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Senate Bill 148, Suitability of Individual Annuity Sales Recommendations.

Related Products or Services

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.

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