By Jan. 1, 2020, all life insurance carriers are required to reprice their products according to the 2017 CSO Mortality Table. AE Life Ops wants to help you stay in the know about the product transition rules and year-end application deadlines from carriers related to the CSO Mortality Table deadline. Many products available today, which advisors may be presenting to clients and taking applications for, must be placed inforce by the carrier on or before Dec. 31, 2019.

In order to keep your business workflow moving smoothly, it is critical for you to stay current on the latest carrier product repricings, rules and deadlines by making a habit of regularly checking the AE Life website’s “CSO Mortality Table Deadline” tab.

Also, don’t let your pending business wait until the last minute! Remember, 1035 exchanges may take up to four weeks to process, so please allow ample time for paperwork. Get a head start on your year-end life insurance business goals by working with your case manager today. Check in to see what’s pending and why.