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Producer Advisories
June 6, 2023

Please review this recent compliance alert: Senate Bill 148, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
June 6, 2023
We strive to provide excellent service. Help us improve our customer experience.
Producer Advisories
June 6, 2023
West Virginia has adopted the NAIC’s Suitability in Annuity Transactions Model Regulation that was amended in February 2020. The Model now incorporates a best interest standard of care for any sale or recommendation of an annuity.
Economic Updates
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.
Producer Advisories
May 1, 2023
Massachusetts has adopted the NAIC’s Suitability in Annuity Transactions Model Regulation that was amended in February 2020. The Model now incorporates a best interest standard of care for any sale or recommendation of an annuity.
Producer Advisories
May 1, 2023
We’ll be mailing IRS Form 5498 to IRA policyholders who had reportable contributions for 2022 by May 31, 2023.
Producer Advisories
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.

Producer Advisories
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.
Economic Updates
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.
Producer Advisories
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.