As we near the end of the year, the following holiday schedule and year-end business processing guidelines will help expedite your business during this time.

2019 Holiday Schedule:
The Protective Life offices will be closed on the following dates:

  • Thanksgiving: Thursday, November 28
  • The day after Thanksgiving: Friday, November 29
  • Christmas Eve: Tuesday, December 24
  • Christmas Day: Wednesday, December 25
  • New Year’s Day: Wednesday, January 1

Please note: The Home Office and Sales Desk will have limited staff available on Friday, November 29 and Tuesday, December 24.

To expedite your business during this time, please be aware of the year-end processing guidelines outlined below.

Underwriting
To place a case in force for year-end 2019, all necessary forms and underwriting requirements should be in-house by the close of business on Friday, November 29. This will allow underwriting adequate time to have the case approved, issued and placed. We will make every effort to accommodate all cases completed by year-end. For assistance with special cases, contact your Case Manager or Relationship Manager.

New Business
Delivery requirements received in the Birmingham Home Office by 1:00 p.m. CT on Tuesday, December 31 will be processed as 2019 paid activity.

Policy Revisions
Policy Revisions delivery requirements, including internal replacements and conversions, received in the Birmingham Home Office by 1:00 p.m. CT on Wednesday, December 18 will be processed as 2019 paid activity.

2017 CSO and PBR Transition Dates
See the 2017 CSO/PBR Product Update Bulletin

Commission Processing
In December, multiple commission cycles will run to credit your year-end business. We will process as follows:

  • Friday, December 6: Commissions sent on December 9
  • Friday, December 13: Commissions sent on December 16
  • Friday, December 20: Commissions sent on December 23
  • Friday, December 27: Commissions sent on December 30

The final commission run for the year will be made on Tuesday, December 31 with commissions being sent on Monday, January 6.

As always, thank you for your business. We appreciate the opportunity to serve your needs in 2019 and many years ahead. If you have any questions, please contact your Regional Vice President.

Let’s deliver on our promises. Together.

PLAG.1390155.09.19
For Professional Use Only. Not for Use With Consumers.
Protective and Protective Life refer to Protective Life Insurance and its subsidiaries including Protective Life and Annuity Insurance Company. Insurance and annuity products are offered through Protective Life Insurance Company, home office Brentwood, TN., in all states except New York, where they are offered by Protective Life and Annuity Insurance Company, home office Birmingham, AL. Securities offered by Investment Distributors, Inc., the principal underwriter for registered products sold by Protective Life.

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