Find the Right Words to Communicate With Clients

As insurance insiders, we’re fluent in the language used to describe annuities. But our clients may sometimes think we’re speaking another language. The Standard has great tools to help your clients understand important details.

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

4 Annuity Sales New Year’s Resolutions

By Rich Lane, Second Vice President of Sales and Marketing. Reprinted with permission from ThinkAdvisor.

A new year brings both potential challenges and opportunities. Now is the perfect time to reflect on both the successes of, and the setbacks for, your annuity sales strategy.

Our Commitment to the Environment

We believe healthy environments create strong, vibrant communities. Our sustainable practices hold fast to this vision. These practices help ensure a better future for everyone, and we’ll keep seeking ways to reduce our ecological footprint.

Are Annuities the Right Investment Choice for Your Clients

Your clients have many investment choices, all with various features and results. Does an annuity have the right combination of guarantees, features and results to meet their financial goals? Let's compare many of the common features of annuities and other types of investments.

2018 Tax Forms Are in the Mail

The IRS requires The Standard file Form 1099R by Jan. 31 of the year after a taxable distribution. Your clients should receive their 1099R no later than the second week in February.

We’re Ready to Help You Sell in 2019

Happy New Year from The Standard’s annuity sales team! We’ve seen an incredible amount of growth and volatility in the stock market. One way to mitigate those ups and downs – and still participate in some of those gains – is with fixed index annuities like our Index Select Annuity.

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

Meet Kelly, Our New Senior Sales Consultant

We’re excited that Kelly Howlett has joined our sales team as a senior sales consultant. Many of you may have worked with him as a senior operations specialist on our administrative team.