As we approach the end of the year, carrier deadlines are quickly approaching for submitting new business, funding annuities, and processing year-end requests. Many carriers also close or operate on limited hours during the holidays, which can delay processing times.
If you have pending cases, new applications, rollovers, transfers, or clients who need year-end service (including RMDs), now is the time to get those items moving.
To help stay ahead of the carrier cutoffs, we’ve put together a Year-End Deadline Guide with key dates and reminders.
If you have pending cases, new applications, rollovers, transfers, or clients who need year-end service (including RMDs), now is the time to get those items moving.
To help stay ahead of the carrier cutoffs, we’ve put together a Year-End Deadline Guide with key dates and reminders.
