Important Holiday & End of Year Dates and Deadlines
Here are some tips for ensuring your business is processed on time.
We want you to have the best year-end experience possible! See the information below on year-end tips and tricks, new-business deadlines, holiday hours, and more.
Holiday Closures
Monday, Dec 25
Office closed for All Employees.
Monday, Jan 1
Office closed for All Employees.
Important Deadlines
As the fourth quarter of 2023 is underway, National Life Group wants to enable agents to be well equipped and have the best year-end experience as possible. Check out the resources below for everything you need to know to finish the year strong!
Friday, December 8
- New Business applications must be received and in good order
- Final Rewrite requests
- Final Underwriting requirements must be submitted
- Pension/Profit Sharing Plan applications must be received in good order
Friday, December 15
- Final Requirements on any pending cases in approved status
- Final plan designs submitted for Pension/Profit Sharing Plans
Friday, December 29
- All annuity applications with money will be issued if received by 12/30