Women are poised to play an increasingly significant role in wealth ownership as trillions of dollars change hands over the coming decades. In Aspire Magazine, Melissa York explores the opportunities and challenges of the Great Wealth Transfer, including how financial professionals can help clients navigate inheritance, retirement planning, financial confidence and long-term goals.
In a recent National Association of Plan Advisors article, Steve Chappell of The Standard makes a compelling case for why PEPs aren’t minimizing the role of advisors — they’re redefining it.
Industry conversations continue to highlight the importance of trust, human connection and modern distribution models. Paul Garofoli, regional vice president for The Standard’s Individual Annuity Sales, recently shared his perspective on these shifts during a LIMRA panel, featured in InsuranceNewsNet.
The Standard’s Paul Garofoli, FLMI, RICP® was featured in California Broker Magazine, exploring how annuities can evolve from income-focused tools to legacy-planning solutions. The piece highlights the growing importance of aligning financial products with client intent, especially as more investors shift from “live on” to “leave on” strategies.
What changes when an employer joins a pooled employer plan — and what stays the same? In an article for PLANSPONSOR, Steve Chappell from The Standard explains how PEPs make retirement plan administration easier while keeping important employer responsibilities intact, helping organizations feel confident about this option for managing their employees’ retirement savings.
How can you confidently guide clients and prospects toward the legacy outcome they envision? Paul Garofoli, FLMI, RICP®, regional vice president of sales in Individual Annuities at The Standard, provides some answers.
Alan Assner, vice president of Individual Annuities at The Standard, was recently quoted in an InsuranceNewsNet article about the challenges and opportunities for indexed products.
Alan Assner, vice president of Individual Annuities at The Standard, was recently quoted in an InsuranceNewsNet article about the effects of interest rate changes in the financial services industry.
Leaving a meaningful legacy is important to many retirees. John Williams, CLU®, regional vice president for Individual Annuities at The Standard, discusses the legacy planning benefits of a fixed index annuity.
Finding the perfect annuity for a client is a lot like matchmaking. Age, preferences and long-term goals all play a role in landing the ideal fit. The Standard's Paul Garofoli, FLMI, RICP® writes about using annuity expertise like a dating app algorithm to spark lasting financial connections.