800.931.0138

Programs & Incentives

Carrier Incentive Trips: 2016


Company Destination When Qualifications Qualification Period
GREAT AMERICAN GAFRI Partner Points: Silver, Gold, Platinum Levels Redeem at will once 36,000 points have been attained One Partner Point = $25 in paid single premium Ongoing with annual qualification
AMERICAN NATIONAL The One & Only Palmilla Los Cabos, Mexico May 7-11, 2017 Min. $100,000 conference credit & 12 new cases Top 80 qualifiers (Conference credit = 5% of annuity premium) January 1, 2016 to December 31, 2016
LEGACY MARKETING Ritz-Carlton Montreal September 10-15, 2016 $2,800,000 July 1, 2015 to June 30, 2016
ASSURITY Dublin, Ireland The Westbury Hotel June 4-8, 2017 $80,000 in premium credits—Legacy Estate Maximizer Credits: 10% Single Premium Whole Life 100% 3-, 5-, 10– Pay Whole Life Nov 1. 2015-Dec 30. 2016
RELIANCE STANDARD RSL Rewards Program Credits to be used for airplane tickets, hotels, rental cars, cruises, etc. Expires 12/31 of the 2nd year after qualification. Earn rewards each year starting at $800,000 of annuity premium. Travel Credits= 0.20% of deferred premium and 0.10% of immediate premium. Max credits per year $10,000. Can carry over for 3 years Ongoing
AMERICAN EQUITY Maui, Hawaii September 27-October 1, 2016 $3,000,000 paid premium July 30, 2015 to June 30, 2016
ATHENE Prague, Czech Republic May 9-12, 2017 $4,000,000 in annuity premium January 1, 2016 to December 31, 2016
FORETHOUGHT Elite Agent Bonus Program Rolling Four-Quarters $750K—0.50% bonus
$1Mi—1.00% bonus
$2.5M—1.50% bonus
$3M—2.00% bonus
Rolling Four-Quarter Basis
NORTH AMERICAN COMPANY Epic Elite Producer Club 2016 1M in annuity premium — 0.50% bonus
2.5M in annuity premium — 1.00% bonus
Ongoing
NATIONAL WESTERN Sales Conference: 1 Hotel South Beach - Miami, FL Champions Club: Casa Marina- A Waldorf Astoria Resort – Key West, FL 2017 Sales Conference: Min. of 8 issued cases + $2,525,000 annuity premium or $127,000 life premium

Champions Club: Min. of 16 issued cases + $3,900,000 premium or $220,000
January 1, 2016 to December 31, 2016
OXFORD LIFE Oxford Life Producer Incentive Program Redeem for Lead Generation Travel or Cash $1,200,000 Annuity Premium January 1, 2016 to December 31, 2016
SENTINEL SECURITY Banyan Tree Mayakoba Resort—Playa Del Carmen, Mexico May 1-6, 2017 70,000 Credits and Top 15 Annuity Agents Credits= 5% of annuity premium up to 15,000 max per case March 1, 2016 to February 28, 2017

Download PDF