Annuity Buzz
Filters Results
June 6, 2023
We strive to provide excellent service. Help us improve our customer experience.
June 6, 2023

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
May 1, 2023
The first quarter of 2023 had its share of worrisome economic news. Still, markets all over the world started the year strong.
May 1, 2023

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
May 1, 2023
We’ll be mailing IRS Form 5498 to IRA policyholders who had reportable contributions for 2022 by May 31, 2023.
April 3, 2023

When you’re helping a client withdraw funds from an annuity contract, you’ll need to submit form 5031. This form is The Standard's substitute for IRS Forms W-4P and W-9.

March 1, 2023

We’re dedicated to processing your new business applications and checks promptly. We accept applications sent by regular mail, overnight delivery, fax and email.
February 1, 2023

Let’s review the events of 2022 and how they’ve led to our current state of continuing market volatility and stubborn inflation. Even so, we still believe in the stock market over the long run.
February 1, 2023

Are you applying to industry organizations for recognition of your sales achievements? We can help by writing letters to certify your production.
February 1, 2023

A smooth application process for you and your clients is always our goal. Follow two key steps to avoid delays in delivering a completed contract to a client.