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Producer Advisories
July 5, 2023
Please review this compliance alert: Rule ADC Ins Gen Ch 64, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
June 6, 2023

Please review this recent compliance alert: Senate Bill 148, Suitability of Individual Annuity Sales Recommendations.
Sales Insights & Tools
June 6, 2023
Exciting news! We’re launching a new internal transfer program and have some changes to our commissions.
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.
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.
Sales Insights & Tools
April 3, 2023

April is an ideal time to talk about the tax advantages of fixed annuities. Your clients with CDs should be receiving 1099 forms from their banks showing their taxable gains for 2022.
Get to Know The Standard, Sales Insights & Tools
April 3, 2023

It’s easier than ever to get the forms you need and run illustrations yourself. Check out the simple steps.
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.