2018 Life, Health and Annuity Planner

Here’s a look at some of the deadlines, events and holidays that could affect what can happen when.

The Calendar

(Image: Anna Frodesiak/Wikimedia Commons PD)

• Jan. 16: UnitedHealth Group Inc., the carrier that usually kicks off the life and health earnings release season, reports earnings for the fourth quarter of 2017, and all of 2017.

• Feb. 5: National Center for Health Statistics, release of residential care community resident and adult day services participant survey data.

• Feb. 6-7: LIMRA, Enrollment Technology Strategy Seminar, in Jacksonville, Florida.

• Feb. 17-20: American Council of Life Insurers, medical section annual meeting, in St. Petersburg, Florida.

• Feb. 26: Life Insurance Settlement Association, Life Insurance Settlement Institutional Investor Conference, in New York.

• Feb. 26-28: National Association of Health Underwriters, Capitol Conference, in Washington.

• Feb. 27-March 1: National Association of Health Underwriters, Workplace Benefits Renaissance, in Atlantic City, New Jersey.

• Feb. 28-March 2: LIMRA, Distribution Conference for Financial Services, in Ponte Vedra Beach, Florida.

• March 2-4: National Council of Insurance Legislators, spring meeting, in Atlanta.

• March 4-7: American Council of Life Insurers, Refocus 2018 (life expectancy and longevity), in Las Vegas.

• March 6: America’s Health Insurance Plans, ENGAGE: 2018 Communications Summit, in Washington.

• March 7-8: America’s Health Insurance Plans, National Health Policy Conference, in Washington.

• March 8-9: America’s Health Insurance Plans, National Conference on the Individual and Small-Group Markets, in Washington.

• March 18-21: American Council of Life Insurers, Financial & Investment Roundtable 2018, in Sea Island, Georgia.

• March 24-27: National Association of Insurance Commissioners, spring meeting, in Milwaukee.

• Sundown March 30-Evening of April 7: Passover.

• April 1: Easter.

• April 6: Life Insurance Settlement Association, annual spring conference, in Washington.

• April 8-10: American Council of Life Insurers, Symposium on Genetics & Insurance, in Arlington, Virginia.

• April 9-11: Life Insurance Conference 2018 (American Council of Life Insurers, Society of Actuaries, and LIMRA and LOMA), in Chicago.

• April 9-11: LIMRA, Retirement Industry Conference, in Chicago.

• April 17-19: BenefitsPro Broker Expo, in San Diego.

• April 29-May 1: AALU, annual meeting, in Washington.

(Image: Anna Frodesiak/Wikimedia Commons PD)

• May 14-15: NAIC International Insurance Forum, in Washington.

• May 22-23: National Association of Insurance and Financial Advisors, Congressional Conference, in Washington.

• May 28: Memorial Day. 

• May 30-June 1: LIMRA, The Marketing Conference, in Baltimore.

• June 12-14: Medicare Supplement Industry Summit, in St. Louis.

• June 13-15: National Association for Fixed Annuities, Annuity Leadership Forum, in Washington. 

• June 18-22: Insurance Summit 2018 (NAIC and NIPR), in Kansas City, Missouri. 

• June 20: HealthCare.gov, 2019 qualified health plan issuer filing deadline. 

• June 20-22: America’s Health Insurance Plans, Institute & Expo (annual meeting), in San Diego.

• June 23-26: National Association of Health Underwriters, annual convention, in Kansas City, Missouri

• June 24-27: Million Dollar Round Table, annual meeting, in Los Angeles.

• June 25-27: Society of Actuaries Health Meeting, in Austin, Texas.

• July 11-13: American Council of Life Insurers, Compliance & Legal Sections annual meeting, in White Sulphur Springs, West Virginia. 

• July 12-15: National Council of Insurance Legislators, summer meeting, in Salt Lake City.

• July 30-Aug. 1: National Association of Health Underwriters, Workplace Benefits Mania, in Phoenix.

• July 31: Form 5500 filing deadline for plans with plan years ending Dec. 31.

• Aug. 1: Centers for Medicare and Medicaid Services, health plan rate change information for 2019 appears on RateReview.HealthCare.gov.

• Aug. 4-7: National Association of Insurance Commissioners, summer meeting, in Boston. 

• Aug. 6-8: Supplemental Health, Disability Insurance and Long-Term Care Conference (LIMRA and the Society of Actuaries), in San Diego.

(Image: Anna Frodesiak/Wikimedia Commons PD)

• Sept. 3: Labor Day.

• Sundown Sept. 9-Evening of Sept. 11: Rosh Hashanah.

• Sept. 14-16: National Association of Insurance and Financial Advisors, annual conference, in San Antonio.

• Sundown Sept. 18-Evening of Sept. 19: Yom Kippur.

• Sept. 23-26: Self-Insurance Institute of America, National Educational Conference & Expo, in Austin, Texas. 

• Sept. 24-26: National Association of Health Underwriters, Benefits Forum & Expo, in New Orleans.

• Oct. 7-9: American Council of Life Insurers, annual conference, in Washington.

• Oct. 10-12: National Association for Fixed Annuities, Annuity Distribution Summit, in Nashville, Tenn.

• Oct. 14-16: America’s Health Insurance Plans, National Conference on Medicare, in Washington.

• Oct. 14-17: Society of Actuaries, annual meeting, in Austin, Texas.

• Oct. 21-23: Life Insurance Settlement Association, annual fall conference, in Orlando, Florida.

• Oct. 24-26: Women in Insurance & Financial Services, national conference, in Austin, Texas.

• Oct. 28-30: LIMRA, annual conference, in New York.

• Nov. 1: HealthCare.gov, open enrollment period for 2019 coverage begins.

• Nov. 1-3: National Association of Independent Life Brokerage Agencies, NAILBA37, in Orlando, Florida. 

• Nov. 15-18: National Association of Insurance Commissioners, fall meeting, in San  Francisco.

• Nov. 22: Thanksgiving. 

• Dec. 5-8: National Council of Insurance Legislators, annual meeting, in Oklahoma City.

• Dec. 15: HealthCare.gov, open enrollment period for 2019 coverage ends.

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