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Sales Insights & Tools
Date: April 1, 2025
Rising costs, market fluctuations and unexpected expenses are putting pressure on retirement savings. Gen X faces even greater financial uncertainty than Boomers. Now is the time to connect with them, understand their needs and position yourself as their trusted advisor.
Sales Insights & Tools
Date: April 1, 2025
If it’s been a while since you’ve done a client review, now may be the time. Discover how reviewing financial goals and considering an annuity refresh can help you maximize clients' account growth and secure their financial future.
Producer Advisories
Date: April 1, 2025
Let policyowners know their 2024 IRA contribution forms are on their way. Find out when they should expect them and where to go if they have more questions.
Sales Insights & Tools
Date: March 1, 2025
Uncertainty in the market and political environment can leave clients hesitant to make financial decisions — but waiting could cost them. Show your clients what the cost of waiting could be and help guide them toward financial well-being.
Sales Insights & Tools
Date: March 1, 2025
Discover how the BofA Global MegaTrends Index empowers investors. Find out how it helps navigate market volatility with confidence and achieve superior returns.
Producer Advisories
Date: March 1, 2025
Ensure a smooth claims process for your client by promptly reporting a policyowner or annuitant's passing. Here’s all the information your client will need to provide during a challenging time.
Producer Advisories
Date: January 29, 2025
We can help certify your sales achievements. See how to fill out and submit your forms to us so we can help get you on the path toward the recognition you deserve.
Sales Insights & Tools
Date: January 29, 2025
Discover how you can help clients leave a lasting legacy while meeting their RMD requirements. The Legacy Max Enhanced Death Benefit Rider offers a unique dual growth strategy, ensuring clients can enjoy their monthly income without diminishing their death benefit value.
Producer Advisories
Date: January 29, 2025
The holidays brought joy and celebration, but they also may have attracted scammers looking to take advantage of your festive spirit. See how The Standard can help you stay vigilant and protect yourself from fraud with these essential tips and red flags to watch out for.
Sales Insights & Tools
Date: January 7, 2025
Understanding whether annuities are insured requires a detailed examination. It’s crucial to explore the nature of annuities, the protections they provide and the significance of the financial stability of insurance companies.
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