Life Sales: Year-end reminders and important dates
As we near the end of 2022, please be aware of the following upcoming dates and deadlines that could impact you and your clients.
Important year-end dates to note:
December 5:
New applications must be received by F&G in order to be issued prior to end of year.
December 16:
Pending life applications must have all underwriting & new business requirements received by F&G New Business in order to be issued prior to end of year.
Requirements include telephone interviews, exams/labs and APS as well as financial or supplemental underwriting requirements.
We recommend that telephone interviews are completed by December 12 in order to be received by December 16.
Due to the time needed for shipping and receipt of exams and lab work, we recommend these are completed by the client no later than December 7.
F&G orders and follows up on all APS requirements and we will do our best to expedite, but cannot guarantee a turnaround time for receipt.
December 23:
Premiums must be received by F&G Policyholder Services in order for the policy to be placed in force prior to end of year.
A completed, in good order, bank draft (PAC) form for monthly premium payments must be on file indicating authorization to “draft on approval”.
Check payments or wires must be received by this date.
F&G will process all business as quickly and efficiently as possible. It is possible your business will be underwritten and issued prior to year-end even if the above deadlines are not met, however we kindly request your partnership in working within these timeframes in order for us to deliver you the best service experience.
Submit applications:
Electronically
Through e-App available on SalesLink
Post Mail
F&G Service Center, P.O. Box 81497, Lincoln, NE 68501
Overnight Mail
F&G Service Center, 777 Research Drive, Lincoln, NE 68521
F&G Service Center, P.O. Box 81497, Lincoln, NE 68501
Mail Check – Overnight Delivery
F&G Service Center, 777 Research Drive, Lincoln, NE 68521
**Attachments must be in .PDF or .TIFF file format, no special characters in the file name.**
F&G company holidays
Wednesday, November 23 – Closing at noon Central time
Thursday, November 24 and Friday, November 25 – Closed
Monday, December 26 and Tuesday, December 27 – Closed
Friday, December 30 – Closed
For financial professional use only. Not for use with the general public.
“F&G” is the marketing name for Fidelity & Guaranty Life Insurance Company issuing insurance in the United States outside of New York. Life insurance and annuities issued by Fidelity & Guaranty Life Insurance Company, Des Moines, IA.
22-1219
Fidelity & Guaranty Life Insurance Company, 801 Grand Ave, Suite 2600, Des Moines, IA 50309