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March 5, 2024
Your clients with CDs are receiving their 1099 forms soon. So, it’s an ideal time of year to talk about the tax advantages of fixed annuities. Share our flyer to show clients what they’d have to earn in a taxable investment to match the earnings of a fixed annuity.
Article
January 29, 2025
With the 2024 election finally behind us, the U.S. economy appears to be navigating a period of cautious optimism. Despite the political uncertainties leading up to the election, the economy has shown resilience. However, while inflation was generally seen to be on the decline during the first half of 2024, it has been a little stickier in recent months.
Article
March 19, 2024
Are your clients coming to you with questions about the latest SECURE Act changes? We have answers.
Article
July 1, 2024
We offer simple and straightforward annuities that benefit your clients and their families. Check out some of our flexible family benefits.
August 7, 2024
Effective Aug. 7, 2024, The Standard’s Electronic Medical Questionnaire, or EMQ, and Increase Option eApp are available in New York.
April 9, 2025
Collective Investment Trusts in 401(k) plans continue to grow in popularity. What’s fueling the rise? Get the talking points to inform your next client meeting.
January 2, 2024
Beneficiary reviews help establish you as a trusted advisor and subject matter expert. They also offer time to connect with clients and prospects to build relationships. See how beneficiary reviews can help you get leads and grow your business.
May 13, 2024
How can partnering with a TPA help you grow your retirement plan business? Jeff Schreiber, our TPA partner at Prime Pensions, shares insights on developing a successful relationship.
Article
August 13, 2024
Kelsey Larson, our TPA partner at TSC 401K, shares insights on current challenges and opportunities for advisors in the retirement plan industry. Check out our newest Q&A.
February 2, 2026
Offering beneficiary reviews can serve as a conversation starter that helps you deepen client relationships, uncover new needs, and position yourself as a proactive partner in their financial well‑being.