Important Dates to Remember

October 29, 2019

The holiday season and end of 2019 are quickly approaching. To meet your clients’ service expectations during this busy time, put some important dates in your calendar.

Our offices will be closed on:

  • November 28 and 29, 2019
  • December 24 and 25, 2019
  • January 1, 2020

Distributions

We must receive distribution requests by December 13 without any additional requirements to complete them by December 31, 2019. For incomplete requests or requests received after December 13, we’ll strive to complete them by December 31 but can’t guarantee it.

New Business

We must receive new business requirements by December 16 for contracts to issue by December 31, 2019. This includes:

  • Complete deferred and immediate annuity applications, including premium and without additional requirements.
  • Any pending requirements to complete an existing deferred or immediate annuity application.

Have Questions?

Contact our service specialists at 800.247.6888 or send us a message. 

 

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