REMINDER: Key Transition Dates Related to AG 49-A Guidelines
The following transition guidelines apply to all IUL Accumulation II new business cases. IUL Flex II is also subject to AG 49-A, but since there are no required illustration output changes, the transition guidelines aren’t applicable to this product.
- Dec. 11. By this date, we must receive all policy issue requirements, including sufficient premium to place the policy in-force under AG 49 guidelines.
- Dec. 14. Any policy issued on or after this date will require an AG 49-A-compliant illustration.