Annuity Buzz

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.

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

Check out our newest FIA, the Enhanced Choice Index. For this single-premium deferred index annuity, we offer rates guaranteed for the entire surrender-charge period on three index options – meaning no need to track renewal rates.

Do you have clients who say they’re waiting for interest rates to rise? Share our Cost of Waiting sales idea to show your clients what they miss by waiting even just a year or two before buying an annuity.

Thank you for trusting The Standard with your clients' fixed annuities. We’ve had a record year for sales, introduced our newest FIA – the Enhanced Choice Index, and launched our Annuity Portal.

Rich Lane, Vice President of Sales and Marketing, Individual Annuities

By now, you know our Enhanced Choice Index annuity offers growth, flexibility and security to your clients. In our new video, we spotlight the ECI’s multiple index and crediting options, including an index that appeals to more socially conscious investors.

Market volatility is on the minds of many clients, so it’s a good time to explore our Enhanced Choice Index annuity. Three of the ECI’s indices offer volatility control. This can give your clients less exposure to market fluctuations, while keeping the potential for increased growth. Watch our video to learn more.

For those approaching retirement, recent market volatility hasn’t made it easy to make decisions about their financial future. Deciding to wait to buy an annuity, however, could be a missed opportunity.

Our newest FIA — the Enhanced Choice Index — is now available to sell in New Jersey. Exciting features include volatility-controlled indices and an enhanced participation rate feature.