Check here for current promotions and incentive trips.
Call 1-800-786-5566 for more information.
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| Company |
Baltimore Life Insurance Company |
| Destination |
Experience tropical golf courses, transitional rainforest, abundant wildlife and thrilling adventures in Costa Rica |
| Qualification |
January 1, 2009 - December 31, 2009 |
| Award Date |
April 29 - May 3, 2010 |
| Criteria |
Personal production qualification for this invigorating journey requires only $60,000 convention credits of paid net-annualized premium between January 1, 2009 and December 31, 2009. |
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| Company |
American Equity Investment Life |
| Destination |
American Equity's 11th Annual Convention will be at the Atlantis Resort in the Bahamas. |
| Qualification |
July 1, 2008 - June 30, 2009 |
| Award Date |
November 11-15, 2009 |
| Criteria |
* Paid Annuity or Single Premium Life Premium $2,500,000 Couple (Excludeds Internal Transfers)
* Trip awards are for contracted American Equity agents and their guests. No substitutes will be allowed.
* Agent must be in good standing to attend the convention.
* THis trip is for ADULTS ONLY. NO EXCEPTIONS!
* Trip extensions can be provided. Coordination of all extensions will be handled by American Equity's Travel Agency. Any costs associated with Trip Extensions are the sole responsibility of the agent.
* American Equity holds sole discretion in the handling of issues not outlined in these rules. |
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| Company |
American Equity Investment Life |
| Destination |
Bermuda Treasure Adventure |
| Qualification |
July 1, 2008 - June 30, 2009 |
| Award Date |
September 15-20, 2009 |
| Criteria |
Chairman's Club is an exclusive trip for agents producing $7 million or more during the qualification period. |
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| Company |
Annexus Group |
| Destination |
Lisbon, Portugal |
| Qualification |
April 1, 2008 - June 30, 2009 |
| Award Date |
Aug. 28 – Sept. 2, 2009 |
| Criteria |
The Annexus Group invites you to celebrate your success by becoming a member of the Inner Circle™. The Inner Circle will be comprised of those producers reaching the milestone of $3 million in paid premium. Each qualifying agent and their guest are invited to join the Annexus Group in Sintra, Portugal August 28 - September 2, 2009.
The first 150 agents who submit a minimum of six BPA applications and at least $3 million in paid Annexus premium between April 1, 2008 and June 30, 2009 will qualify.
All trip qualification requirements are based on American Investors Life premium dollars received during the qualification period.
***
Contest available to the first 150 qualifying agents only. Trip buyouts are not available. The Annexus Group will make all travel arrangements. Due to airline and vendor contract restrictions, any deviation from prearranged carriers or travel-related agreements will be at the qualifier’s expense and may be subject to penalty. Any extensions to Annexus Group trips by a qualifier must be done through the Annexus Group’s designated travel agency at the qualifier’s expense.
Qualifiers must be licensed and appointed agents of AmerUs Annuity Group. Business must be in force at the time of departure. The Annexus Group reserves the right to make contest changes or contest substitutions without notification. Winners are responsible for all taxes. |
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| Company |
Protective Life Insurance Company |
| Destination |
Join the legendary top performers of Protective Life for an Autumn Cruise through the spectacular colors of New England and Canada! |
| Qualification |
May 1, 2008 - July 31, 2009 |
| Award Date |
October 1-8, 2009 |
| Criteria |
Protective Club Producer
The top 100 producers during the qualification period meeting the minimum requirements outlined below will be considered qualified.
- 125,000 convention points
- 10 net paid life cases
- Persistency of 90% or above
- Minimum of 50,000 points must come from fixed life
and term sales
Colonel's Cabinet Producer
Producer must meet the Protective Club requirements plus have:
- 190,000 convention points
- 150,000 average net target life premium in force with Protective Life.
Colonel's Cabinet Select Agency
Producer must meet the Protective Club requirements plus have:
- 380,000 convention points
- 300,000 average net target life premium in force with Protective Life.
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| Company |
Standard Life and Accident Insurance Company |
| Destination |
Begin Qualifying Today for ONe of the Best Kept Secrets in Tourism! Discover a land filled with adventure and beauty like no other. From tropical to cosmopolitan, discover what Panama has in store for you! |
| Qualification |
April 1, 2008 - March 31, 2009 |
| Award Date |
May 4-9, 2009 |
| Criteria |
Call 1-800-786-5566 for Qualification Requirements! |
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| Company |
Mutual of Omaha |
| Qualification |
January 1, 2008 - December 31, 2008 |
| Award Date |
When Placed |
| Criteria |
The requirements are EZ:
1. The first eight Mutual of Omaha LTC applications submitted through SMS, paid and placed in 2008 gets you $800.00 cash. LTC I, LTC II, and Mutual Care products apply.
2. Applications must be submitted to Senior Market Sales. Applications sent direct to Mutual will not count towards the $800 payout.
3. Husband & wife counts as two applications.
The #1 Mutual of Omaha LTC sales agent in 2008 qualifies for the SMS President's Club trip in 2009 (TBA). After receiving your $800 bonus, continue to sell and place the most Mutual of Omaha LTC in 2008 (through SMS) and travel!
Jump start your business with 8 apps in 08! Call the LTC experts at 1-800-786-5566 option 4 to get started. Jackie. and Dan can also help you place your cases with pre-underwriting, the SMS website quoting system that includes forms, and professional marketing support. |
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| Company |
Genworth Financial Life Insurance Company |
| Destination |
Casa de Campo Caribbean Resort, Domminican Republic |
| Qualification |
January 1, 2008 - December 31, 2008 |
| Award Date |
March 29 - April 2, 2009 |
| Criteria |
MGAs = $1,000,000 min. production
Recruiting GAs = $600,000 min. production (min. five producing agents)
Agents = $125, 000 min. production
Qualifying Products:
* Continental Life Insurance Company of Brentwood, Tennessee
* American Continental Insurance Company
* Genworth Life and Annuity Insurance Company
* Genworth Life Insurance Company
Each qualifying winner may have one companion accompany him/her on the trip at no additional charge. |
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| Company |
Bankers Life Insurance Company |
| Destination |
7 day 2009 Hawaiian Cruise Convention |
| Qualification |
September 8, 2008 - December 31, 2008 |
| Award Date |
TBA |
| Criteria |
Only $1,000,000 of annuity premium during 2008 |
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| Company |
Assurity Life Insurance Company |
| Destination |
Ritz-Carlton - Cancun, Mexico |
| Qualification |
January 1, 2008 - December 29, 2008 |
| Award Date |
February 18-22, 2009 |
| Criteria |
$833,334 in personal production.
Qualifications are based on single premium credits.
Attendance is by invitation only.
Weighting
Legacy Estate Maximizer - 100%
*Single Premium Whole Life
*3-5-10 Pay Whole Life
*Single Premium Whole Life Last Survivor
*3-5-10 Pay Whole Life Last Survivor (Product available 1st quarter in 08) |
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| Company |
Mutual of Omaha |
| Destination |
Buenos Aires, Argentina |
| Qualification |
January 1, 2008 - December 31, 2008 |
| Award Date |
March 19-24, 2009 |
| Criteria |
Sign up to review qualifications and to receive email updates. Click Here |
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| Company |
John Hancock Life Insurance Company |
| Qualification |
January 1, 2008 - December 31, 2008 |
| Award Date |
Quarterly |
| Criteria |
The Leading Edge Bonus will be paid on all Leading Edge business. There are 3 levels to the program:
From 0 to $7,499 = 0
$7,500 to $$19,999 = 10% from the first $1
$20,000 to $49,999 = 15%
$50,000 or more earn 20% with no cap!
FOR EXAMPLE:
A producer generates $56,000 in LTCI net annualized premium:
The first $19,999 is paid at 10% from the first dollar, totalling $1,999.
The next $29,999 is paid at 15% totaling $4,500.
The remaining $15,000 is paid at 20% totally $3,000.
Add the levels together and the total bonus is $9,499!
Promotion Rules Apply |
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| Company |
Baltimore Life Insurance Company |
| Qualification |
January 1, 2008 - December 31, 2008 |
| Award Date |
July 19-26, 2009 |
| Criteria |
Producer Premium/Qualifications:
$60,000 of net annualized life premium during the
qualification period or $600,000 of Single Premium
Whole Life. Annualized premium will be credited only
to the primary writing agent and counted by product
line as follows:
* Continuous Pay Whole Life and Term Products: 100%
credit for life pay and limited payment periods (there
will be no credit for the Secure Solutions® Whole Life
additional insurance rider).
*Universal Life Products: 100% of target commissionable
premium; no credit for excess premium.
Single Premium Whole Life Product: 10% of paid
premium.
*Annuity Products: 10% of annual premium, and not to
exceed 25% of the qualification requirements.
*Reversionary Annuity: (Stewardship Life Income Plans I
and II) 100% credit of the annual premium.
*Family Business: Applications written on the life of the
producer or other members of the immediate family
(spouse, father, mother, brother, sister, children, and theirspouses) will qualify only if paid on an annual mode, and not to exceed 10% of the qualification requirements.
*Credit Transfers: The qualifier must attend the conference
in order to receive any benefits. No cash or other form of
remuneration will be paid in lieu of attendance. Only a
qualifier and one adult guest may attend.
*Ineligible Cases: Cases that are declined, withdrawn, not
taken, surrendered, or lapsed during the qualification
period will not be counted toward qualification.
Promotion Rules Apply |
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| Company |
Assurity Life Insurance Company |
| Destination |
Las Vegas, NV |
| Qualification |
January 1, 2008 - December 1, 2008 |
| Award Date |
TBA |
| Criteria |
* Bonus Bucks require minimum of 5 different lives.
* Includes Assurity Legacy Estate Maximizer applications
* Apps must be received by Legacy no later than 12-5-08.
* Policies must be issued and delivered by 1-15-09
$100,000 = $1,000
$200,000 = $2,000
$300,000 = $3,000
$400,000 = $4,000
$500,000 =-$5,000
$600,000 = $6,000
$700,000 = $7,000
$800,000 = $8,000
$900,000 = $9,000
$1,000,000 = $10,000 + Las Vegas |
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| Company |
Liberty Bankers LIfe |
| Qualification |
December 31, 2007 - December 31, 2008 |
| Award Date |
TBA - May 2009 |
| Criteria |
Qualifications
Period: The qualification period is “open ended”; this means that travel points, which are based on an agent’s in-force with the company, are carried over from year to year. Qualifiers are determined based on their December 31st in-force each year.
When? The 2008 qualifiers will arrive at Lake Louise in May 2009. The exact date is TBA.
Agents Qualifications: Any appointed agent*** who accumulates 100,000 net* travel points by the end of a calendar year gets invited (with spouse) to the next convention. For example, an agent with 116,500 net travel points at year end 2008, will be invited to attend the May 2009 convention. The excess points will roll-over to the next year.
Travel Points: Each in-force life policy is worth 500 “travel points”. Each $1,000 of in-force annualized premium is worth 1,000 “travel points”.
Promotion Rules Apply |
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| Company |
Lincoln Benefit Life Company |
| Destination |
This year's top agents with a trip for two to Ireland.
Join us at the Ritz-Carlton Powerscourt in County Wicklow. |
| Qualification |
August 15, 2008 - December 31, 2008 |
| Award Date |
TBA |
| Criteria |
Find out more at www.lbldestinations.com |
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| Company |
Reliance Standard Life Insurance Company |
| Qualification |
January 1, 2008 - December 31, 2008 |
| Award Date |
You choose |
| Criteria |
RSI rewards program rewards you with personal travel credits for paid annuity production, up to $9,000 per calendar year. It works like airline travel miles but you are not limited to where you can go or how you travel.
Qualification Schedule:
*Less than $500,000 = None
*$500,000 - $2,000,000 = .2% of paid premium
*$2,000,001 - $4,000,000 = .2% of premium on the first $2,000,000 of paid premium and .25% of premium on the amount over $2,000,000 up to $4,000,000
*$4,000,001 and over = No additional credits awarded after $9,000 is earned in a calendar year.
You can carry credits forward up to 3 years. Be sure to redeem at least $1,000 credits on every trip. |
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