End-of-Year Processing Deadlines

As we approach the end of the year, our goal is to help ensure smooth and efficient processing of all applications and transactions. Please review the key dates below to make sure applications, Required Minimum Distributions (RMDs), and Roth conversions are completed for the 2025 tax year.
 

Applications

Multi-Year Guaranteed Annuity (MYGA) Policies

• Applications must be received in good order, and funds must be received on or before December 31, 2025, to be issued effective 2025.

Fixed Index Annuity (FIA) Policies

• The last buy date for 2025 is December 31, 2025.
• Applications must be received in good order, and funds must be received on or before December 26, 2025, for the policy to be issued on December 31, 2025.

Required Minimum Distributions (RMDs)

• All RMD requests received or postmarked by December 31, 2025, will be processed for the 2025 tax year.

Roth Conversions

MYGA Policies

• Applications must be signed on or before December 31, 2025, to be issued effective 2025.

FIA Policies

• The last buy date for 2025 is December 31, 2025.
• Applications must be received in good order on or before December 24, 2025, to be issued on December 31, 2025.

Please ensure all applications and transactions are submitted according to these deadlines to avoid delays. If you have any questions or need assistance, our support team is here to help at (888) 295-3815.

Thank you for your continued partnership and for the clients you serve.