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Article
November 19, 2024
You and your producers can access marketing and sales materials at the new IDI producers-only website starting Nov. 20.
Article
April 2, 2024
Having trouble finding forms and illustrations? No need to call our sales support line — you can find everything you need online.
Article
February 27, 2024
We’re honored to be recognized in PLANSPONSOR Magazine’s 2023 Best in Class survey.
Article
September 10, 2025
Advisors have recognized The Standard as a top-five recordkeeper in the Mid-Market Category. See how we stand out in the annual NAPA Advisors’ Choice awards.
Article
June 30, 2025
There’s nothing worse than a slowdown during the application process. The New Business Checklist helps keep the process running smoothly, for you and your clients. Make sure you’re using this handy tool.
Article
July 1, 2024
There’s a lot of ground to cover with a new application. We created a handy New Business Checklist to help streamline the process, so you can keep things moving smoothly.
Article | Research & Insights
Explore our latest research and insights for retirement plan advisors. Whether you're looking for detailed research or practical advice, our comprehensive resources will equip you with the knowledge to confidently present retirement plans to your clients.
Article
April 1, 2025
If it’s been a while since you’ve done a client review, now may be the time. Discover how reviewing financial goals and considering an annuity refresh can help you maximize clients' account growth and secure their financial future.
Article
April 30, 2024
Have clients in another state or looking to expand your book of business? We’re implementing a new cross-border sales policy. Check out the ins-and-outs and do’s-and-don’ts of the new policy and forms before you get down to business.
Article
May 18, 2026
We’re excited to announce The Standard placed among the top 5 providers across four categories.