Producer Advisories

Newsflash: Pre-Appointment Now Required in Pennsylvania

Effective immediately, producers in Pennsylvania must be licensed and appointed with The Standard before signing an application with us. We can’t process applications in the state if you aren’t appointed with us.

Now Available – Inherited IRAs for Spouses

Due to the SECURE Act, we previously suspended sales of inherited IRAs. We are happy to announce as of Sept. 1, 2020, we will start accepting inherited IRAs for spouses only. At this time we are not accepting non-spousal inherited IRAs but will review this decision in the future.

Coming Soon – Online Contract Delivery Through DocuSign

Who doesn’t want a faster, easier way to receive new annuity contracts? Later this year, our clients and producers will be able to review, sign, save, and print contracts through DocuSign. Delivering contract forms online will help you and your clients save time — and get contract requirements completed quickly.

10-Day Free Look

New Jersey, Minnesota and Oklahoma join Washington for a 10-day free-look period available on restricted SPIAs intended for Medicaid purposes. The shorter 10-day period may help expediate the Medicaid approval process — benefiting you and your client.

New Question on Suitability Form 15510

We’ve updated our suitability form with a question that asks why a client wants to exchange or replace an annuity.

COVID-19 Accommodations for Annuities

We’re implementing some changes to our processes to make it easier for you to do business with us through the challenges of COVID-19 social distancing. Starting now through June 1, 2020, we are implementing numerous business accommodations.

See the Top 5 of 2019

Wondering which Annuity Buzz articles were the most-read in 2019? Read them again for the inside scoop on product features, process news and sales ideas.

Reminder: AGA Discontinued on January 1

The Standard will stop offering the Advantage Growth Annuity on Jan. 1, 2020. All AGA business must have an effective date that’s no later than Dec. 31, 2019.

Important Dates to Remember

The holiday season and end of 2019 are quickly approaching. To meet your clients’ service expectations during this busy time, put some important dates in your calendar.

Are You Running Your Own Illustrations?

If you contacting us for annuity illustration requests, try running your own! Why? It eliminates lag time because you don’t have to wait for help from the home office.