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November 20, 2025
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Important Year-End Deadline Information and More
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Year-End Withdrawal Request Deadline
Thinking of Advertising?
Holiday Office Closures
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Year-End Withdrawal Request Deadline
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To ensure processing is completed by year-end, withdrawal requests, such as Required Minimum Distribution (RMD) payments, as well as requests for Roth IRA conversions and ownership changes, must be received by the carrier by close of business on Monday, December 1, 2025.
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Administrative Office
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Submission Information
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Americo Financial Life and Annuity Insurance Company
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| Email: forms@americo.com |
| Fax: 800-395-9238 |
Mailing Address: PO Box 410288,
Kansas City, MO 64141‑0288 |
Overnight Address: 300 W. 11th Street,
Kansas City, MO 64105‑1618 |
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Ameritas Life Insurance Corp.
contact information for: |
| • |
FlexMark Select®.
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ApexAdvantage® submitted
prior to August 4, 2025.
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| Email: AmeritasCS@dxc.com |
| Fax: 844-874-5236 |
| Mailing Address: PO Box 4345, Clinton, IA 52733‑4345 |
| Overnight Address: Attn: PHS–Life MR-1, 1315 19th Ave. NW, Clinton, IA 52732‑2752 |
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Ameritas Life Insurance Corp.
contact information for: |
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ApexAdvantage® submitted
on or after August 4, 2025.
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| Email: clientservices@ameritas.com |
| Fax: 402-467-7335 |
| Mailing Address: PO Box 81889, Lincoln, NE 68501 |
| Overnight Address: Ameritas, 5900 O Street, Lincoln, NE 68510 |
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Integrity Life Insurance Company
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| Email: service@integritycompanies.com |
| Fax: 888-220-2677 |
| Mailing Address: PO Box 5720, Cincinnati, OH 45201‑5720 |
| Overnight Address: 400 Broadway, Cincinnati, OH 45202‑3341 |
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Standard Insurance Company
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| Email: annuityservices@standard.com |
| Fax: 971-321-5742 or 800-378-4570 |
Mailing Address: Attn: Individual Annuities, PO Box 711,
Portland, OR 97207
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| Overnight Address: Attn: Individual Annuities, 1100 SW Sixth Ave., Portland, OR 97204 |
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NTT Data
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Thinking of Advertising?
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Legacy Marketing Group®
encourages you to promote the strong features and benefits of its products. In fact,
our online
Ad Catalog
offers an assortment of preapproved advertisements that can be downloaded and used “as is”
to market to prospects and clients. If you are a
Platinum- or Diamond-level member of
Legacy’s Concierge Program,
we will customize any available consumer ad with your logo and contact information.
If you’d prefer to create your own advertisement,
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 email, websites, print, social media, and video.
Don’t risk an ad violation (which could result in a fine of up to $10,000 and termination).
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For more information, see Legacy’s
Advertising Guidelines
on the
LegacyNet®
Ad Catalog page.
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Holiday Office Closures
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Date
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Legacy
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Americo
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Ameritas
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Integrity
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Standard
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NTT Data
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November 26
(Day Before Thanksgiving)
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Open |
Open* |
Open |
Open |
Open |
Open |
November 27
(Thanksgiving)
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Closed |
Closed |
Closed |
Closed |
Closed |
Closed |
November 28
(Day After Thanksgiving)
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Closed |
Closed |
Closed |
Closed** |
Closed |
Closed |
December 24
(Christmas Eve)
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Closed |
Open* |
Closed |
Open |
Closed |
Open |
December 25
(Christmas Day)
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Closed |
Closed |
Closed |
Closed |
Closed |
Closed |
December 26
(Day After Christmas)
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Open |
Closed |
Open |
Open |
Open |
Open |
December 31
(New Year’s Eve)
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Open |
Open* |
Open |
Open |
Open† |
Open |
January 1
(New Year’s Day)
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Closed |
Closed |
Closed |
Closed |
Closed |
Closed |
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Office closes at 1:00 p.m., Central time. |
| ** |
Sales Desk remains open. |
| † |
Sales Desk closes at 2:00 p.m., Pacific time; Annuity Service Team closes at 3:00 p.m., Pacific time. |
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For more information, call the Marketing Field Support Team at 800‑395‑1053, Ext. 4002, visit LegacyNet, or consult these helpful links:
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LMG4334v1025
22-800-70 (10/25) |
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FOR AGENT
USE ONLY. NOT FOR USE WITH CONSUMERS. |
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