Start Setting Your RMD Check-Ins With Clients

September 5, 2023

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.

More About Producer Advisories
There’s a lot of ground to cover with a new application. We created a handy New Business Checklist to help streamline the process, so you can keep things moving smoothly.
Please review this recent compliance alert: Indiana Rule 760 IAC 1-72-1+, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Utah Rule R590-230, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Vermont Regulation I-2023-01, Suitability of Individual Annuity Sales Recommendations.
Have clients in another state or looking to expand your book of business? We’re implementing a new cross-border sales policy. Check out the ins-and-outs and do’s-and-don’ts of the new policy and forms before you get down to business.
It’s time to send out the 2023 IRS Form 5498 for IRA Contributions. Be sure to notify your clients who should expect them and find out the dates we’re sending them out.

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.