Women are set to control up to $30 trillion in financial assets by 2030. Yet many feel overwhelmed by investment decisions. This is an opportunity for financial professionals to empower women with personalized guidance and confidence-building strategies.
Instead of surrendering a life insurance policy and facing immediate tax liabilities, policyholders can use a 1035 exchange to transfer funds into a fixed indexed annuity tax-free. John Williams, a regional vice president at The Standard, discusses the strategic advantages of a 1035 exchange in Aspire Magazine. Read the article for more details.
Jason Burlie, The Standard's vice president of Retirement Plan Sales, spoke with PLANSPONSOR recently about the trends and advances that mattered most in 2024.
Amy Malagamba, The Standard's assistant vice president of Marketing, spoke with PLANSPONSOR recently about new Gen Z research from The Standard: “What the research found was: Instead of matching up with the sensibilities of Millennials, Gen Z is matching much more closely to the sensibilities of Gen X.” Read the full article for more insights.
Ted Schmelzle, The Standard's assistant vice president of Retirement Plan Services, spoke with PLANSPONSOR recently about fees associated with retirement plans and some key points to keep in mind: “The benefits to all of us, as individuals, of saving and starting early far outweigh the risk of not doing so." Read the full article for more insights.
Ted Schmelzle, The Standard's assistant vice president of Retirement Plan Services, spoke with Planadviser recently about pooled employer plans: “If you don’t have that PEP option in your briefcase, I think you’re going to be at a disadvantage." Read the full article for more insights.
Ken Waineo, senior director of Institutional Products at The Standard, spoke with Planadviser recently about the impact of falling interest rates on stable value funds.
“Looking historically, though, over the past 30 years, stable value generally outperforms money market funds.” Read the full article.
Gen Z workers are focused on saving — and looking to employers to help with their biggest financial struggles. The Standard’s Angela Trefethen tackles this topic from a personal and professional perspective in 401(k) Specialist magazine.
We’re thrilled to make the list! Life Annuity Specialist called us one of “five upstart carriers” for sales of individual annuity products. Get the details.
The Standard's own Ted Schmelzle, second vice president for Retirement Plan Services, spoke with Planadviser recently about PEPs.
“For The Standard, the vehicle is not focused on startup plans or even small plans, but plan sponsors 'of all sizes' who see the value in a customized plan with large plan benefits.” Read more.