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Check here for current promotions and incentive trips.
Call 1-800-786-5566 for more information.
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| Company |
Senior Market Sales, Inc |
| Qualification |
January 1, 2007 - December 31, 2007 |
| Award Date |
May 8-12, 2008 |
| Criteria |
Call 1-800-786-5566 and ask for details. |
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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 |
Prudential Insurance Company of America |
| Destination |
Gift cards honored by nearly 400 national retail, entertainment and travel merchants including: Home Depot, Applebees, Best Buy, American Airlines, Macy's, Olive Garden, Blockbuster, Target, Red Lobster, Hertz and More |
| Qualification |
June 15, 2008 - September 15, 2008 |
| Award Date |
Prizes sent to winners on a monthly basis |
| Criteria |
Prizes are awarded for all Prudential ILTC Insurance applications (LTC3SM and LTC By DesignSM) submitted between June 15, 2008, and September 15, 2008, that result in an issued policy.
Prize Levels:
Two(2) issued Prudential LTCi policies earn a $100 Gift Card
The next two(2) for a total of four(4) issued Prudential LTCi policies earn an additional $150 Gift Card
The next two(2) for a total of six(6) issued Prudential LTCi policies earn an additional $200 Gift Card
Earn an additional $100 Gift Card for every policy issued after your sixth policy |
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| Company |
Aetna Medicare |
| Destination |
N/A |
| Qualification |
November 15, 2007 - March 31, 2008 |
| Award Date |
TBA |
| Criteria |
Earn an additional $50 per completed enrollment with Aetna's Golden Opportunity - Northern Region. The program applies to individual Aetna Medicare Advantage plans and is valid only for new business generated 11-15-07 to 3-31-08.
*Only available to licensed and registered Aetna Medicare agents.
*Boker must generate a minimum of 25 completed MA enrollments to be eligible.
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 |
CIGNA (Rx) |
| Qualification |
January 1, 2008 - March 31, 2008 |
| Award Date |
After March 2008 |
| Criteria |
January through March, earn a $200 bonus for every CIGNA Medicare Access application you submit for a $580 total commission per policy. A production bonus of up to $30 per app is also availablem.
$380 base commission plus
$ 30 production bonus plus
$200 bonus equals
$610 total commission
Convert Medicare Part A & B clients to more coverage at low premiums and out-of-pocket costs and/or add newly eligible seniors who want more then Medicar A & B plans provide.
Call the SMS Medicare Solutions Hotline at 1-877-645-0147.
Promotion Rules Apply |
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| Company |
Coventry Health Care |
| Qualification |
February 1, 2008 - April 2, 2008 |
| Award Date |
July |
| Criteria |
Coventry Health and Life Insurance Company and its affiliates that offer Advantra Freedom plans (“Coventry”) are offering certain eligible agents a one-time production bonus for the sale of Advantra Freedom Plans. The following terms and conditions shall govern this production
bonus.
$500 Bonus + More on Advantra Freedom Private Fee-for-Service applications with a 3/1/08 or 4/1/08 effective date.
$100 bonus per PFFS application received by Coventry after February 5, 2008 and on/before April 2, 2008 and issued with a 3/1/08 or 4/1/08 effective date. No limit. An agent must have a minimum of 5 applications issued during this bonus period in order to qualify. When the minimum number of applications have been issued, we will retro the bonus to the first application. These sales count toward 2008 Coventry Torch Club Award eligibility. Other rules apply. Complete information on eligibility requirements and the Terms and Conditions for this bonus program and for the 2008 Torch Club Awards are posted on the secure Broker Portal at: www.AdvantraFreedom.com or can be furnished upon request. |
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| Company |
Humana |
| Qualification |
January 1, 2008 - April 8, 2008 |
| Award Date |
TBA |
| Criteria |
25 accreted applications = $1,000 for total bonus $1,000
50 accreted applications = $1,000 for total bonus $2,000
75 accreted applications = $1,000 for total bonus $3,000
100 accreted applications = $1,500 for total bonus $4,500
125 accreted applications = $2,500 for total bonus $7,000
150 accreted applications = $3,000 for total bonus $10,000
Bonus is paid by Humana directly to the writing agent.
Bonus payable when accreted sales reach a new level. All enrollments must accrete with the Centers for Medicare & Medicaid Services (CMS) by April 1, 2008. Charge back will occur if not enrolled for 120 days.
Promotion Rules Apply |
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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 |
Lincoln Benefit Life Company |
| Qualification |
February 1, 2008 - April 30, 2008 |
| Award Date |
After May 31st |
| Criteria |
Pick prizes on the www.lincolnbenefitsales.com prize catalog.
Credit is calculated as follows:
*100 % of the minimum required first-year commissionable premium universal life and last survivor policies.
*Minimum required first-year premium for term policies
*5% for the total paid premium for fixed annuities
*5% for universal life excess
*Split cases count with your percentage of the split |
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| Company |
MedAmerica Insurance Company |
| Qualification |
December 1, 2007 - March 31, 2008 |
| Award Date |
After October 31, 2008 |
| Criteria |
Receive an Additional Commission of 5% on First Year Business.
It’s simple...
Have Employer Program Cases approved 12/1/07 – 3/31/08
and policies placed by 10/31/08.
Case premium will be calculated 60 days following open enrollment. Writing Agent of Record will receive 5% additional first year bonus on the premiums meeting
contest criteria.
See your sales soar with the industry’s first
Web-based EP enrollment program enabling eligibles to apply online, 24/7.
Promotion Rules Apply |
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| Company |
Pyramid Life Insurance Company |
| Qualification |
December 11, 2007 - March 31, 2008 |
| Award Date |
TBA |
| Criteria |
1. Sell Today’s Options Medicare Advantage plans and earn automatic entry into the 2008 Bonus Program – starting December 11, 2007. See Bonus Program Guidelines for details and how to get started.
2. Earn a $50 bonus on every application – with no limit on eligible sales!
3. Earn a $100 bonus per application in special “double bonus” counties!*
* Click Here
Promotion Rules Apply
Promotion Rules Apply
Promotion Rules Apply |
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| Company |
American Progressive - Today's Options |
| Qualification |
December 11, 2007 - March 31, 2008 |
| Award Date |
TBA |
| Criteria |
American Progressive Life & Health will pay you a special bonus if the company receives 11 or more qualifying individual Medicare Advantage policy applications (MA and MAPD) during the qualification period. If you qualify for the special bonus, the amount of the special bonus is $100 per application. IMPORTANT: Qualify for the Bonus Program by March 31st, 2008 and you will continue to recieve a $100 bonus on every qualified 2008 Today's Options enrollment for the remainder of the year. All enrollments count toward the agent convention. |
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| Company |
Aetna Medicare |
| Destination |
Fairmont Mayakoba Resort, near Playa Del Carmen |
| Qualification |
January 1, 2008 - March 1, 2008 |
| Award Date |
May 4 - 7, 2008 |
| Criteria |
3 points per completed enrollment for each individual Aetna Medicare Advantage Plan generated.
1 point per completed enrollment for each individual Aetna Medicare Prescription Drug Plan generated.
Call 1-877-645-0147 and begin earning points.
Promotion Rules Apply |
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| Company |
American Equity Investment Life |
| Destination |
Orlando, FL |
| Qualification |
July 1, 2007 - June 30, 2008 |
| Award Date |
October 17-21, 2008 |
| Criteria |
Qualifying Production: Paid annuity or single premium life premium - $2,250,000 couple.
Call 888-647-1371 or visit www.american-equity.com
Promotion Rules Apply |
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| Company |
Annexus Group |
| Qualification |
January 1, 2006 - March 31, 2008 |
| Award Date |
June 4-9, 2008 |
| Criteria |
DOUBLE CREDITS ON ALL PAID BUSINESS FROM NOVEMBER 1 THROUGH DECEMBER 31, 2007! A brand new agent can write $1.75 Million in November and December and qualify.
The Annexus Group invites you to celebrate your success by becoming a member of the Inner Circle™. The Inner Circle is comprised of those producers reaching the milestone of $3.5 million in paid premium. Each qualifying agent and their guest are invited to join the Annexus Group in Montreux, Switzerland June 4-9, 2008.
The qualifying period will run through March 31, 2008 and will include all premium issued during 2006 and 2007. A minimum of 6 (six) applications must be submitted to qualify. All trip qualification requirements are based on American Investors Life premium dollars received during the qualification period.
Click Here for details.
***
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.
Promotion Rules Apply |
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| Return To Top |
| Company |
Assurity Life Insurance Company |
| Destination |
Ritz-Carlton - Cancun, Mexico |
| Qualification |
February 20, 2008 - February 20, 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 |
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 |
John Hancock Life Insurance Company |
| Destination |
Puerto Vallarta, Mexico |
| Qualification |
February 1, 2008 - September 30, 2008 |
| Award Date |
Early November TBA |
| Criteria |
Producers qualify with personal production of $88,000 or more of annualized issued and placed premium between February 1, 2008 and September 30, 20081.
(Less terminations, lapses and not takens.) Includes all Leading Edge, Custom Care, Family Care, Custom Care II, Family Care II, Custom Care II California and
all Partnership policies. No more than $44,000 in Corporate Solutions premium can be credited to meeting the overall goal. CorporateChoice and CareChoice
premiums do not count towards the goal. |
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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 |
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 |
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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| Company |
Protective Life Insurance Company |
| Destination |
Barcelona, Spain |
| Qualification |
November 1, 2006 - April 30, 2008 |
| Award Date |
July 21-28, 2008 |
| Criteria |
PRODUCER
1. The top 100 producers during the qualification period
meeting the minimum requirements outlined below will
be considered qualified.
2. Minimum requirements to be in the top 100:
a. 135,000 convention points.
b. 10 net paid life cases.
c. Persistency of 90% or above.
d. Minimum of 50,000 points must come from fixed life
and term sales (reduced to 40,000 for Veteran Agents
and New Producers as defined below).
VETERAN/NEW PRODUCER
Veteran (Minimum 55 years of age, with 15 years service
and previously qualified for Protective Club at least 5 times)
New Producer (Contracted February 2007 and after)
Veteran and new Producers will be credited 20,000 bonus
points for the convention period. Qualification will then be
based on the same Producer rules outlined above. Bonus
points are excluded in determining qualification for
Colonel’s Cabinet or for extra qualifiers.
Promotion Rules Apply |
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| Company |
Universal American |
| Qualification |
July 1, 2007 - June 30, 2008 |
| Award Date |
September 8-12, 2008 |
| Criteria |
100,000 annual premium production credits for agent & guest.
75,000 annual premium production credits for agent only.
150,000 annual premium productions credits adds on a 3 day/2 night stay. |
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