Annuity Buzz
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July 29, 2021

Please review this recent compliance alert.
Delaware: Regulation 1214, Suitability of Individual Annuity Sales Recommendations
June 30, 2021

For IRAs with reportable contributions for the previous tax year, the Internal Revenue Service requires us to file Form 5498. The deadline for 2021 was once again delayed due to the COVID-19 pandemic. The Standard mailed these forms to policyholders on or before June 30, 2021.

June 30, 2021

Please review this recent compliance alert.
Idaho: House Bill 79, Suitability of Individual Annuity Sales Recommendations
June 30, 2021

Please review this recent compliance alert.
Nebraska: Legislative Bill 22, Suitability of Individual Annuity Sales Recommendations
June 1, 2021

When you’re helping a client apply for an IRA, understanding the difference between a rollover and a transfer is important. Checking the wrong box about the source of the funds can result in a letter from the IRS. Let’s look at how to help clients avoid IRS questions about income reporting.
April 30, 2021

Please review this recent compliance alert.
Ohio: Rule 3901-6-03, Suitability of Individual Annuity Sales Recommendations
April 30, 2021

Please review this recent compliance alert.
Rhode Island: Rule 230-RICR-20-25-1, Suitability of Individual Annuity Sales Recommendations
March 31, 2021

Policies that are owned by a trust now require a new Certification of Trust form. Get the details on how to submit the form.
March 31, 2021

What if policyowners change their minds after buying an annuity? Get the details about our free look period and how it can help.
March 31, 2021

Please review this recent compliance alert.
Arkansas: Rule 82, Suitability of Individual Annuity Sales Recommendations