| November 4, 2016 |
| In this issue: |
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Year-End Withdrawal Request Deadlines
To ensure processing by year-end, withdrawal requests,
such as Required Minimum Distribution payments,
must be received in good order by the following deadlines:
|
Administrative Office
|
Deadline
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Submission Info
|
Americo Financial Life and
Annuity Insurance Company
|
November 15
|
Fax: 800-395-9261, 800-395-9238, or 877-388-3448
E-mail: submit@americo.com
Mailing Address:
P.O. Box 410288
Kansas City, MO 64141-0288
Overnight Address:
300 W. 11th Street
Kansas City, MO 64105-1618
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|
Dell
|
December 1
|
Fax: 800-813-6095
E-mail: DS-Legacy_Customer_Service@dell.com
Mailing Address:
P.O. Box 81728
Lincoln, NE 68501
Overnight Address:
777 Research Drive
Lincoln, NE 68521
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Holiday Schedules
|
Date
|
FGL
|
Dell
|
Americo
|
Legacy
|
|
November 23 (Day Before Thanksgiving)
|
Open
|
Open
|
Open*
|
Open
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November 24 (Thanksgiving)
|
Closed
|
Closed
|
Closed
|
Closed
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November 25 (Day After Thanksgiving)
|
Closed
|
Open
|
Closed
|
Closed
|
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December 23 (Day Before Christmas Eve)
|
Closed
|
Open
|
Open*
|
Closed
|
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December 26 (Day After Christmas)
|
Closed
|
Closed
|
Closed
|
Closed
|
|
December 30 (Day Before New Year's Eve)
|
Open
|
Open
|
Open*
|
Open
|
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January 2 (New Year’s Day Observed)
|
Closed
|
Closed
|
Closed
|
Closed
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* Office may close early this day.
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Thanksgiving Commission Schedule
Legacy is closed Thursday, November 24, and Friday, November 25, for the Thanksgiving holiday.
As a result, the commission payments that week will be Monday, Tuesday,
and Wednesday for Americo
and Wednesday only for Fidelity & Guaranty Life.
|
Taking a Turkey Timeout
Legacy is closed Thursday, November 17 from noon to 1 p.m., Pacific time,
so employees can enjoy their annual Thanksgiving feast.
If you have immediate needs during this time, please be sure to check
LegacyNet®
for all the information you need to run your business,
including sales and marketing materials; commission information;
and required forms and disclosures.
|
Thinking of Advertising?
|
Legacy encourages you to promote the strong features and benefits of our products.
In fact, our online
Ad Catalog
offers an assortment of preapproved advertisements
that can be personalized with your contact information.
If you'd prefer to create your own advertisement,
just remember that Legacy and/or carrier approval is needed before using advertising
materials promoting Legacy and/or the carriers or products we represent.
This applies to materials used for prospecting clients
and
for recruiting agents.
“Blind ads” (ads that mention product features but don't necessarily name the product or carrier)
still need prior approval.
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Approval is also needed for all material used to generate interest in our carriers' products,
including general descriptions of annuities or descriptions of how annuities
might be used to further particular financial objectives.
This applies to all media, including e-mail, websites, print, social media, and video.
Don’t risk an ad violation (which could result in a fine up to $10,000 and termination).
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For more information,
see Legacy’s
Advertising Guidelines on the Compliance page.
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