Skip to main content

Important Dates to Remember

The holiday season and end of 2019 are quickly approaching. To meet your clients’ service expectations during this busy time, put some important dates in your calendar.

Our offices will be closed on:

  • November 28 and 29, 2019
  • December 24 and 25, 2019
  • January 1, 2020

Distributions

We must receive distribution requests by December 13 without any additional requirements to complete them by December 31, 2019. For incomplete requests or requests received after December 13, we’ll strive to complete them by December 31 but can’t guarantee it.

New Business

We must receive new business requirements by December 16 for contracts to issue by December 31, 2019. This includes:

  • Complete deferred and immediate annuity applications, including premium and without additional requirements.
  • Any pending requirements to complete an existing deferred or immediate annuity application.

Have Questions?

Contact our service specialists at 800.247.6888 or send us a message

 

Content Topics

More About Producer Advisories

We’re always looking to improve the customer experience. Thanks to your feedback, we’re rolling out new options for annual interest payments. See how these new features work.
We mailed IRS Form 1099-R in February to clients who took a distribution last year. You can view and download 2023 and prior year tax forms on the Annuity Portal.
Required Minimum Distribution notifications were mailed out at the end of January. Here’s the rundown on who we sent them to and what to expect.
We’re sending out IRS Form 1099-R in January. We’ll also post them on the Annuity Portal at that time. Take a second to mark your calendars and remind your clients.
Please review this recent compliance alert: Florida House Bill 1185, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Kansas K.A.R. 40-1-53, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Oregon Senate Bill 536, Suitability of Individual Annuity Sales Recommendations.
Please review this recent compliance alert: Tennessee Rule 0780-01-86, Suitability of Individual Annuity Sales Recommendations.
Jump back to top