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:

RMD options for 2023 and 2024
Setting up direct deposits
Getting required documentation if they change their 2023 RMD option
Reviewing how the SECURE 2.0 Act impacts RMDs in 2023 and beyond

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.

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Annuities

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.

Start Setting Your RMD Check-Ins With Clients

Have Questions?

More About Producer Advisories

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