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.