ATHENE – As we draw towards the end of the year there are some dates you’ll want to be aware of:
- Thursday November 26th – Closed
- Friday November 27th – Closed
- Friday December 11th – withdrawal requests (including RMDs) must be in good order to ensure processing by the end of the year.
- Wednesday December 18th – Last day to get business in house (in good order) to have it issued by the end of the year.
- Monday December 21st – New business will be issued prior to year-end as long as the following items are received in good order
- Annuity applications with cash
- Outstanding requirements for apps with cash
- Transfer/1035 funds
- Thursday December 24th – Closed
- Friday December 25th – Closed
- Friday January 1st – Closed
To get help with new illustrations or for more information, call 800-568-2626 or email us at [email protected]
- November 10, 2020
- Brad Neves
- Annuity, Carrier News
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