Annuity Buzz

A few details are key to a smooth and timely claims experience. Learn what they are and how to proceed after the death of a policyowner or annuitant.

Our Annuity Portal is up and running. The intuitive experience gives you access to policy information, dynamic reporting and resources exclusively for you. We’re ready to help you achieve your best results quickly and easily.

Help your clients navigate the contract signing process quickly and easily by choosing DocuSign.

One of the benefits of our annuity is the option to set up automatic RMDs on an annual basis. If your client chooses to take a withdrawal before that payment date, the scheduled RMD payout will be the difference between the original RMD amount and the total funds withdrawn earlier that calendar year.

Please review this recent compliance alert.
Pennsylvania: Senate Bill 772, Suitability of Individual Annuity Sales Recommendations

Our first-quarter economic report describes continued high inflation, but strong jobs growth.

After two years of delays due to the COVID-19 pandemic, the IRS is back on its regular filing schedule. The Standard will mail IRS Form 5498 to policyholders by May 31, 2022.

Please review this recent compliance alert.
Connecticut: Regulation 38A-432A-1+ , Suitability of Individual Annuity Sales Recommendations

Help your clients choose the correct type of transaction to avoid IRS hassles. We break down the difference.

Beneficiaries have a lot to deal with after the death of a loved one. We’re committed to providing support through the claims process.