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September 28, 2022

Reminder: National Accounts year-end is coming soon

Don’t forget! The National Accounts year-end is quickly approaching. Take note of these key dates for delivery requirements and settling policies. Knowing these dates will ensure the cases are part of your 2022 commissions.

  • October 21, 2022 (by 4 p.m. ET): The last day that we can receive all settling documents.
  • October 25, 2022: The final settle date that we can put a policy in-force that will count for 2022 commissions.
  • October 27, 2022: Commissions will be paid out.

Questions?

Contact the Advisor Experience Team.