800.931.0138

Programs & Incentives

Our Incentives

Our companies goal is to make you successful!

Let us help you grow your sales and reach new potentials.

Partner Perks


Level Choose from Total Rewards
Perks Level 1
  • $250 Marketing Credit
  • VIP Business Service (Pre-paid Postage)
  • Branding Design Services (Logo)
  • Membership to Lifehappens.org
  • Basic Website Creation

$250

Perks Level 2
  • $500 Additional Marketing Credit
  • Intermediate Website Creation
  • 1,000 Lead Mailers
  • Branding Design Services (Logo, Letterhead, Business Cards, etc)
  • One-on-One Lead Mailers

$750

Perks Level 3
  • $750 Additional Marketing Credit
  • Branding Design Services with Printing
  • Leads: 1,500 Mailers or Co-op of appointment setting lead service
  • Advanced Website Creation

$1,500

Perks Level 4
  • $1,000 Additional Marketing Credit
  • Deluxe Website Creation
  • Leads: 2,000 Mailers or Co-op of appointment setting lead service
  • Concierge A to Z Seminar Program

$2,500

Perks Level 5 Call 800.931.0138 and speak with our Marketing Department for details on level V and above. You have endless opportunities as your production increases personalized just for you.

Endless Opportunities!

Download Partner Perks Overview

Dollar figures for levels are based on paid annuity and single premium life occuring in the 2017 calendar year. Universal life, Index Universal life and Asset-based Life will be credited at a rate based on target premium. Call for details.

Products not included in this program: Term life, Single Premium Immediate Annuity (SPIA), Deferred Immediate Annuity (DIA) and Multi-Year Guarantee (MYG) annuities. Also, Allianz Preferred products, Forethought Elite series and issue ages 86+ will be excluded.

You must be actively contracted with our marketing organization at GA level and hold an active appointment with the qualifying carrier(s) to be eligible for rewards and carry no outstanding debits. This program cannot be used in conjunction with any other offer or incentive program. Due to carrier regulations, you must be able to provide business receipts upon request to show proof of expenses. This program runs on a 12 month calendar year. No exceptions. We can alter, amend, modify or terminate this program at any time. Cases must be submitted through our office to count towards Partner Perks. If Partner Perk rewards have been paid out within 12 months then no release will be granted on those carrier(s) that were used to qualify for the rewards.*The lead program & Concierge Seminar Service is offered through strategic alliance vendors.