Protective CSO & PBR UpdatesScott Karstens
Clients can receive 2019 products through December 31, 2019 if they:
1. Submit a signed application (including completing the TeleLife® interview or signing a paper application) and illustration (if necessary),
2. pay an initial premium, and
3. have a policy effective date in 2019.
If all three items above are not completed in 2019, the client will need to apply for and purchase another product.
Beginning December 2,2019; the products above will no longer be available for new illustrations. Any illustrations for these products that are run after December 2 must be marked as a revised illustration.