September 06, 2023
National Accounts year-end: Take note of these key dates
The National Accounts year-end is coming up fast! 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 2023 commissions.
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.
Questions?
Contact our Advisor Experience Team.