Partnership Beyond Product
Welcome, USBII
Imagine what we could do together: helping your clients focus on their future with financial strength they can rely on. Here’s where it begins. We’ve built this hub to give you a feel for how we work and walk you through key workflows, required documents, and helpful resources for onboarding and beyond.
Welcome to Reliance Standard
A note from Scott Reenan, AVP National Accounts, Financial Institutions
I’ve spent a number of years on your side of the table, so I understand what goes into evaluating a new carrier relationship: the questions that come up early, the concerns around fit, and the factors that ultimately determine whether a partnership is worth pursuing. That perspective shapes how we approach every conversation.
My goal is to give you a clear, straightforward view of how we operate, where we tend to fit best, and what working together would realistically look like for your firm and your advisors.
If it makes sense to explore further, we’ve built a structured, guided path that walks through everything, from initial alignment and operational setup to contracting, compliance, and getting your advisors fully up and running. But that comes later, once we both see the opportunity.
Reliance Standard is built to operate like a true partner: hands-on, accessible, and focused on helping your business grow. That’s not a tagline. It’s how we structure our team and support model from the start.
If it would be helpful to talk through things live, I’m always happy to connect. Just let me know what's easiest on your end.

Scott Reenan
AVP National Accounts, Financial Institutions
Call: 1.513.460.0205 | Email: Scott.Reenan@rsli.com
Reliance Standard Life Insurance Company
Home Office: Schaumburg, Illinois
Administrative Office: Philadelphia, Pennsylvania
1700 Market Street, Suite 1200
Philadelphia, PA 19103
(800) 435-7775
Your Partnership Journey
The full partnership process typically spans six to twelve months. Active onboarding begins once your teams have approved our products and we've finalized the selling agreement. Tap any phase to access the relevant materials.
New to Reliance Standard? This hub is designed to guide you through every step of onboarding. If you're early in Phase 1 or 2, the Due Diligence and Selling agreements are your starting point. Active onboarding begins with Phase 3 in the timeline shown below. If you're further along, jump to the phase that matches where you are today.
For Institutional Clients only. Not intended for use with the general public. For complete descriptions of all product benefits and features, please refer to the policy/certificate.
Annuities are products of the insurance industry and are not insured by the Federal Deposit Insurance Corporation (FDIC), National Credit Union Administration (NCUA)/National Credit Union Share Insurance Fund (NCUSIF) or any Governmental Agency. NOT A BANK GUARANTEE. NOT A DEPOSIT. MAY LOSE VALUE.
For more information: (800) 435-7775, ext 3696
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