Annuity Buzz
Filters Results
June 6, 2023
We strive to provide excellent service. Help us improve our customer experience.
June 6, 2023

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
May 1, 2023
The newest additions to our Individual Annuities team bring strong and varied experience in the insurance and financial services industry.
May 1, 2023
The first quarter of 2023 had its share of worrisome economic news. Still, markets all over the world started the year strong.
May 1, 2023

Please review this recent compliance alert: Regulation 211 CMR 96.01+, Suitability of Individual Annuity Sales Recommendations.
May 1, 2023
We’ll be mailing IRS Form 5498 to IRA policyholders who had reportable contributions for 2022 by May 31, 2023.
April 3, 2023

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.
April 3, 2023

It’s easier than ever to get the forms you need and run illustrations yourself. Check out the simple steps.
April 3, 2023

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.

March 1, 2023

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.