Start the Process with the Right Forms

November 2, 2021

Using the most current forms helps streamline the application process and prevents delays. Your best move is to download forms from standard.com.

  1. Start at standard.com/annuities.
  2. Select your distributor in the left-side drop-down menu. Or select “not affiliated with a distributor or distributor not listed.”
  3. Choose the Find Forms and Materials button to search for the forms you need.

 

More About Sales Insights & Tools
As the world becomes more interconnected, so does the need for coverage. Find out how you can offer annuities to foreign nationals working for a company in the United States.
Your clients with CDs are receiving their 1099 forms soon. So, it’s an ideal time of year to talk about the tax advantages of fixed annuities. Share our flyer to show clients what they’d have to earn in a taxable investment to match the earnings of a fixed annuity.
Have two members in the same household submitting applications at the same time? They may qualify to be combined for a high-band rate. Find out how it works!
Beneficiary reviews help establish you as a trusted advisor and subject matter expert. They also offer time to connect with clients and prospects to build relationships. See how beneficiary reviews can help you get leads and grow your business.
Do you have clients who could do more with their retirement money? Then check out our new optional Legacy Max enhanced death benefit rider exclusively offered on the Enhanced Choice Index Plus.
Watch our new video to see an overview the Enhanced Choice Index Plus, and see how it provides benefits for today and tomorrow.