Standard Insurance Company (The Standard) welcomes James Schugel as a national sales consultant, Finals and Deal Strategy. In this role, Schugel will support The Standard’s retirement plan sales efforts for plans with $10 million or more in assets by helping deliver strategies, tools and consultative resources to advisors and clients in this growing market segment.
Schugel brings 11 years of financial services and retirement industry experience to The Standard. His background includes partnering with retirement sales teams on finalist presentations, online demonstrations and positioning of product, consulting and education capabilities throughout the sales process. Before joining The Standard, Schugel served as senior product and solution consultant at Lincoln Financial. He earned a bachelor’s degree in accounting from Saint Louis University and holds FINRA Series 6 and 63 licenses. Schugel also earned the Chartered Retirement Planning Counselor® and Chartered Retirement Plans Specialist® designations.
“James brings valuable retirement plan experience and a strong understanding of how to support advisors and clients throughout the sales process,” said Jason Burlie, head of Retirement Plan Sales at The Standard. “His expertise will help us strengthen our finalist strategy and continue delivering tools and consultative resources advisors need to serve this important market segment.”
About The Standard
Established in 1906, The Standard is a family of companies dedicated to helping customers achieve financial well-being and peace of mind. We are a leading provider of financial protection products and services for employers and individual customers. Our products include group and individual disability insurance, group life and accidental death and dismemberment insurance, group dental and group vision insurance, absence management and paid family leave services, retirement plans products and services and annuities for employers and individual customers. For more information about The Standard, visit standard.com and follow us on LinkedIn and Instagram.
The Standard is the marketing name for StanCorp Financial Group, Inc., and its subsidiaries. StanCorp Equities, Inc., member FINRA, wholesales a group annuity contract issued by Standard Insurance Company and a mutual fund trust platform for retirement plans. Standard Retirement Services, Inc., provides financial recordkeeping and plan administration services. Investment advisory services are provided by StanCorp Investment Advisers, Inc., a registered investment advisor. StanCorp Equities, Inc., Standard Insurance Company, Standard Retirement Services, Inc., and StanCorp Investment Advisers, Inc., are subsidiaries of StanCorp Financial Group, Inc., and all are Oregon corporations.
C9422309-0726 (12/26)
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