IMPORTANT NOTICE – YEAR END DEADLINE
DECEMBER 20
Non-underwritten annuity new business
(Annuity Care, Legacy Care)
The Home Office must receive all pending, non-underwritten annuity new business
applications and all outstanding requirements by the end of business Friday,
Dec. 20.
Life policies and underwritten annuities for all companies
(Asset Care, Annuity Care w/ Continuation of Benefit Rider)
– Underwriting must approve the case
– The Home Office must receive by end of business Friday, Dec. 20, all delivery
requirements, fully completed, including but not limited to:
- Initial premium
- Certificates of Insurability
- Bank draft authorization
- 1035/Transfer funds received
– Any pending cases with a request for reissue or plan change must be received in the Home Office by end of business Thursday, Dec. 19, to ensure necessary processing time for both Underwriting and New Business.