October 6, 2023: The last day to submit conversion applications.
October 20, 2023 by 4pm EST: The last day that we can receive all settling documents.
October 24, 2023: The final settle date that we can put a policy inforce that will count for your bank firm year-end 2023 commissions.
October 26/27, 2023: Last commissions paid before October 31 bank firm year-end.
Thank you for your continued business and partnership.
Contact our Advisor Experience Team.