Annuity Buzz

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.

April is an ideal time to talk about the tax advantages of fixed annuities. Your clients with CDs should be receiving 1099 forms from their banks showing their taxable gains for 2022.

It’s easier than ever to get the forms you need and run illustrations yourself. Check out the simple steps.

When you’re helping a client withdraw funds from an annuity contract, you’ll need to submit form 5031. This form is The Standard's substitute for IRS Forms W-4P and W-9.

Check out our newest FIA, the Enhanced Choice Index. For this single-premium deferred index annuity, we offer rates guaranteed for the entire surrender-charge period on three index options – meaning no need to track renewal rates.

Do you have clients who say they’re waiting for interest rates to rise? Share our Cost of Waiting sales idea to show your clients what they miss by waiting even just a year or two before buying an annuity.

We’re dedicated to processing your new business applications and checks promptly. We accept applications sent by regular mail, overnight delivery, fax and email.

Let’s review the events of 2022 and how they’ve led to our current state of continuing market volatility and stubborn inflation. Even so, we still believe in the stock market over the long run.