North American Year End Key Dates
End-of-year dates to remember
There’s still time to finish strong in 2019! Don’t forget these end-of-year dates as you are wrapping up your life insurance business before the new year.
New Business processing:
- November 26: Last day to release a case from New Business for November cutoff
- December 10: Last day to release a large case on term products ($10 million or more) for year-end commission close.
- December 20: Last day to release a large case on permanent products ($10 million or more) for year-end commission close
- December 30: Last day to release a case from New Business for year-end commission close
Policy Change processing:
- November 22: All delivery requirements received in the Sioux Falls office by 12:30 p.m. CST will be processed for November commission cutoff.
- December 23: All delivery requirements received in the Sioux Falls office by 5 p.m. CST will be processed for year-end commission cutoff.
Administrative office closings:
• November 28, 2019
• November 29, 2019
• December 25, 2019
• December 26, 2019
• January 1, 2020
