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Transition Rules

Addition of Eligible Occupations for the Preferred Occupation Discount

Effective May 2, 2023


Fully Underwritten Applications

  • Applications pending an underwriter decision as of May 2, 2023. The discount will be added for eligible applicants.
  • Policies pending delivery or accepted with an effective date on or after April 2, 2023. Agencies may request the discount be added to eligible policies. We must receive the request in the home office by June 2, 2023.
  • Eligible insureds with policies that have an effective date before April 2, 2023. Insureds must submit a new application to receive the discount. This would result in a cancellation/replacement of the existing policy at attained age with a current effective date.

Increase Options   

  • The discount must be on the base policy to add it to an increase.


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