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The Standard Is Financially Strong and Stable
At The Standard, our continued financial strength is a result of our conservative financial approach, deep investment expertise, strong risk management and skill with navigating volatile markets. Learn more about our financial strength. |
| Show Clients the Benefits of a Tax-Deferred Annuity |
| Your clients with CDs should be receiving 1099 forms showing their taxable gains. While this is on their minds, use our sales concept to show them the benefits that a tax-deferred annuity can offer. |
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| Head to Our Website for Forms and Illustrations |
| It’s easier than ever to get the forms you need and run illustrations yourself. Check out the simple steps. |
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| Friendly Reminder About Form 5031 |
| When you’re helping a client withdraw funds from an annuity contract, you’ll need to submit Form 5031. This form is The Standard's substitute for IRS Forms W-4P and W-9. |
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