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Date: April 30, 2020

A Note From Greg Ness, Chairman, President and CEO

As the global health crisis continues to disrupt lives, communities and the economy, I am confident we’ll continue helping people when they need us the most.

Date: April 30, 2020

We recently sent out letters about the CARES Act legislative changes affecting Required Minimum Distributions to clients that are RMD eligible. They were customized for each clients’ situation, describing the distribution options that are now available.

Date: April 30, 2020

We’ve taken steps to ensure that doing business with us is easy. See how we can help you and your clients complete the process quickly, easily and securely. Check out our helpful guidelines for doing business with us.

Date: April 30, 2020

We all witnessed the economic volatility during the panic phase of the COVID-19 pandemic. Future market direction will depend on news of virus containment and the governmental response. For investors with a long enough time horizon, the best action in this kind of situation has always been to stay the course.

Date: April 30, 2020

Mark MacGillivray has been promoted to director of Financial Institutions. He’ll be working with our teams to proactively seek out new broker-dealers and banks for the Individual Annuities business line at The Standard.

Date: April 1, 2020

When markets are shaky, clients may say they’re waiting for interest rates to rise before taking financial steps like buying an annuity. Use our Cost of Waiting approach and flyer to show how they might be missing out.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

Date: April 1, 2020

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.

Date: April 1, 2020

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

Date: April 1, 2020

As the scope and complexity of the coronavirus/COVID-19 crisis deepens, The Standard is navigating the challenges with the same expertise and disciplined financial approach that has driven our success for 114 years. Read how we’re staying strong and share our flyer with your clients.

Date: April 1, 2020

If clients are waiting for interest rates to go up before buying an annuity, they may be missing out. We’ve done the math to show that waiting may not be the smartest move.

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