What changed

Retirement plan sales appointment The Standard announced in August 2026 as national sales consultant for finals and deal strategy on plans with $10 million or more in assets.

Reported / discovered

Sep 30, 2026

Effective

Not reported

New role

National Sales Consultant, finals and deal strategy (plans of $10M+ in assets)

Previous role

Not reported

Market

Not reported

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.