Doing Business with The Standard

Product Training:

  • NAIC product specific training must be completed prior to soliciting business in all states.
·Product training can be found at http://standard.com/annuities

Submission Options: (make sure all training requirements are met)

New Business, Email or Pending Applications Phone: 800.247.6888, option 1 Fax:  971.321.5742 or 800.378.4570 Email: annuitynewbiz@standard.com
Cash, Checks, Wires Phone: 800.247.6888, option 1  Email: annbatch@standard.com

Mail New Business Applications To:

Regular or Overnight Mail:
Annuity New Business
P6C The Standard 1100 SW Sixth Avenue
Portland, OR 97204
800.247.6888

Illustrations and Marketing Support:

·Illustrations can be run without a login by going to http://standard.com/annuities, clicking “Sales Tools,” and clicking “Run an Illustration.” Agents can also contact their immediate upline or a member of the OAKTREE Annuity marketing team at 888-591-1341

Agent Contract Submission:

·All agent contracts should be emailed to csimpson@otfc.com or faxed to 276-591-1344.