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

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