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Date: November 22, 2024
Do you want to grow your book of business? Talk to your small business clients about Accelerate and PEPs.
Article
Date: 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.
Date: May 4, 2026
Managed accounts aren’t a set-it-and-forget-it decision. Your fiduciary process shouldn’t be either. Get insights and guidance from Fiduciary Law Center’s Matthew Eikman, J.D., AIF® and our managed account partner, Stadion Money Management.
Article
Date: July 17, 2024
Where do you stand in offering personalized financial planning and advice? Learn more from our newest Research in Action brief.
Date: March 10, 2025
Learn the differences between money market funds and stable value funds to better guide your clients.
Article
Date: March 5, 2024
We’re always looking to improve the customer experience. Thanks to your feedback, we’re rolling out new options for annual interest payments. See how these new features work.
Date: January 6, 2026
We’re introducing a new certification requirement for all annuity sales to ensure compliance and help safeguard clients. Learn what’s required and how submit the form.
Article
Date: February 6, 2024
Our newest stable value fund for retirement plans is available to new recordkeeping clients on The Standard’s platform.
Article
Date: February 27, 2024
We’re honored to be recognized in PLANSPONSOR Magazine’s 2023 Best in Class survey.
Date: May 7, 2026
We’ve enhanced our delivery process for large distribution checks to improve speed and reliability. Learn how this change benefits you and your clients.
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