Annuity Buzz
Not surprisingly, annuity administrators have to pay attention to requirements when they’re submitting documents. Most of the time, The Standard can accept copies of important documents by fax, email or mail. A few situations require an original signature.
This month, I’m sharing a video that truly portrays how The Standard thinks about our business. It tells the story of our employees, the people you interact with every day.
Rich Lane
Vice President of Sales and Marketing, Individual Annuities
Focused Growth Annuity and Index Select Annuity illustration software has launched! You can now run your own illustrations from our Annuities home page.
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.