Annuity Buzz
The stock market rebounded sharply in the first quarter, roughly making up for losses during the fourth quarter of 2018. Economic news didn’t change substantially over the last three months, but market sentiment clearly did.
Help your clients explore what annuities can offer them. Our annuities are also easy to understand — and easy to explain, backed by our financial strength and stability from over 100+ years in the insurance business.
Here’s a reminder for policyholders of IRAs held by The Standard. For each IRA held by The Standard with reportable contributions for tax year 2018, the Internal Revenue Service requires that Form 5498, IRA Contribution Information, be filed by May 31, 2019.
As financial professionals, we're entrusted with the financial future of our clients. The Standard's numerical example flyers can help your clients see the advantages of buying a fixed annuity.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
Social media isn't just for reaching consumers. You can use Facebook, Twitter and LinkedIn to help set yourself apart as an industry expert. A few quick tips can help you grow your social media presence.
Clients who have taxable investments may be losing money every year to taxes, which decreases their after-tax returns. For example, if the federal tax rate is 24 percent and they earn 2.5 percent in a taxable investment, then their after-tax earnings would be only 1.9 percent.
Many clients count on receiving funds on specific dates so they can pay bills and meet day-to-day living costs. If they're not already using Electronic Funds Transfer, talk to them about setting this up. EFT is the best way to ensure that they receive funds on time, every time.
March is a good time to talk with your clients about the advantages of fixed annuities. While taxes are top of mind, use our sales idea below to help show clients the benefits a fixed annuity can offer.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
By Chris Conklin, Vice President of Individual Annuities. Reprinted with permission from AdvisorToday.
Share the insights in this article to get your clients out of their comfort zone so they can realize the opportunity an annuity can provide for growing their money.