LINCOLN MONEYGUARD DEADLINES:
Lincoln’s Underwriting and New Business department is committed to helping you meet your year-end goals and objectives. Our focus is to ensure the maximum amount of your business is placed by close of business on December 31, 2015. To assist in placing year-end business, we encourage you to submit outstanding requirements as early in December as possible. The following are helpful hints and key calendar dates to assist you in ending the year on a high note!
11/2: Submit end of year 1035 exchange applications to allow for underwriting and retrieval of 1035 funds (subject to the losing carriers turn-around times)
10/1-12/31: All policies mailed standard overnight
11/26: Thanksgiving Holiday (Company Holiday) 26 Thanksgiving Holiday (Company Holiday)
12/1: Submit new applications by this date to allow enough time to underwrite and obtain documents to place for year-end closing (excludes 1035 exchanges)
12/25: Christmas Holiday (Company Holiday)
12/26: To ensure placement of your policy premium and delivery requirements, business should be submitted in good order by this date
12/31: Lincoln Underwriting and New Business will work a full business day to support your business needs