Take Another Look at Our ISA

Do you want to give your clients an opportunity to participate in market growth with the safety of downside protection? Then take another look at our Index Select Annuity.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

Reinvigorate Your Annuity Sales

By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from Advisor Today.

Start by helping potential clients understand the types of annuities, compare them to other saving vehicles and explain their benefits.

Are Your Clients Losing Money With Taxable Investments?

Clients with money in taxable investments may be losing out with the taxes they pay year after year. See how a tax-deferred annuity can help.

Nonprofits Receive Grants from The Standard Charitable Foundation

The Standard Charitable Foundation focuses on giving that aligns with our business purpose — helping people achieve financial well-being and peace of mind. With that in mind, we award grants to nonprofits doing great work in their communities. We recently awarded grants to five worthy organizations.

Here’s Why Form 5031 Is Important

The last thing you want to hear when you’re helping a client is a request for more paperwork. But for any disbursement of funds, we require one additional form.

Start Talking About the Tax Advantages of Annuities

While taxes are top of mind, use our sales idea below to help show clients the benefits a tax-deferred annuity can offer.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

3 Tips for Selling Annuities in 2020

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

Now that the new year has arrived, it is a great time to refresh your sales tactics and position annuities in a new light. Consider these three sales tips.