National Accounts year-end is coming soon
August 27, 2025
It’s important to be aware of these key deadlines for delivery requirements and settling policies. Knowing these dates will ensure the cases are part of your 2025 commissions.
Take note of these key dates to guarantee 2025 commission:
- October 3: The last day to submit conversion applications for guaranteed review (this excludes original age conversions).
- October 17, by 4 p.m. ET: The last day that we can receive all settling documents.
- October 21: The final settle date that we can put a policy in force that will count for bank firm year-end 2025 commissions.
- October 23 and 24: The last commissions paid before bank firm year-end.
Settling policies from October 22-29
If we settle a policy between October 22 and 29, there’s no guarantee that it'll count toward your 2025 commissions. We recommend settling all policies on or before October 22 to guarantee payment.
There are many factors that will determine when the commission will be paid out during this time (e.g. firm/advisor bank selection, product type etc.). To guarantee 2025 commission, please follow the schedule outlined above.