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Carrier Contests and Incentives
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Carrier:
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Allianz Life
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Incentive:
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Allianz Masters Forum Club
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Production Requirements:
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Here's how CPCs are calculated: You're eligible for Masters Forum Club membership when you meet qualifying combined production credit (CPC) thresholds within a calendar year. CPCs are used to determine your club level and award your Producer Perks. Annuities: 10% of total collection premium for the first five policy years. Life: 100% up to target, 10% of excess and rollover premium in the first year.
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Gold Club: 60,000 CPCs = 2 Perks
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Platinum Club: 120,000 CPCs = 3 Perks
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When you reach Diamond Club status (with 300,000 CPCs), you'll earn 4 Perks.
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At 500,000 CPCs, you'll be a Premier Club member and will receive 6 Perks.
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And if you attain 740,000 CPCs, as an Elite Club member you'll be rewarded with 8 Perks.
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Benefits of being a Master Forum Club member
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Carrier:
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American General
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Destination:
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Killarney, Ireland
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Trip Date:
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May 10 - 15, 2011
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Qual. Period:
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January 15 to December 31, 2010
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Production
Requirements:
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Life: Top 110 producers, $100,000 premium credit, min. 15 paid cases.
Annuity: Top 15 producers, $2 million premium credit, min. 5 paid cases.
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Brochure:
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Click here for PDF trip brochure.
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Carrier:
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American National
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Destination:
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Wynn, Las Vegas
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Trip Date:
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May 9 - 13, 2011
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Qual. Period:
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January 1 to December 31, 2010
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Production
Requirements:
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Top 100 Qualifiers. Conf. credit of $100,000 and 1 2 new cases.
Cases can be fixed life and/or fixed annuities. Minimum life persistency of 80% required.
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Brochure:
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Click here for PDF trip brochure.
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Carrier:
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Dearborn National
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Destination:
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San Diego, CA
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Trip Date:
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March 26 - 30, 2011
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Qual. Period:
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January 1 to December 31, 2010
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Production
Requirements:
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$1 million in eligible annuity premium with minimum of 5 paid applications in Classic, Destination, Index, and Platinum Fortifier products.
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Carrier:
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EquiTrust
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Qual. Period:
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Now through September 30, Win one of the following:
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Prizes:
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46" Flat Panel HD TV, TaylorMade R9 Drive and Calloway Odyssey Putter, or Coach Gift Certificate for $700.
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Production
Requirements:
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All EquiTrust Annuities Qualify
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- $400,000 Premium points in 3 or more cases wins your choice.
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- Confidence income annuity premiums receive double credit
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- 3 Months to qualify! July, August, and September
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Applications must be received between July 1 and September 30 and the contract must be active on October 15, 2010. Prizes will be awarded after October 15th. Agent must be in good standing with EquiTrust Life Insurance Company at the time the incentive is awarded. No alternative or cash rewards are offered. One award per agent. Qualification credits are not transferable. EquiTrust maintains full discretion over eligibility. Eligible only on MarketPower Bonus Index, MarketTwelve Bonus Index, MarketBooster Index, MarketValue Index, MarketSeven Index, Certainty Select, Confidence Income and ChoiceFour. Products not available in all states.
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Carrier:
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ING
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Destination:
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The Ritz Carlton Golf & Spa Resort, Rose Hall, Jamaica
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Trip Date:
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April 29 - May 3, 2012
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Qual. Period:
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July 1, 2010 to December 31, 2011
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Production
Requirements:
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VIP Club credit is based on fixed annuity premium applied to contracts issued 7-1-2010 to 12-31-2011 less any free-look period surrenderson these contracts for ING USA Annuity and Life Insurance Company. New York production is not eligible for qualification.
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Carrier:
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Mutual of Omaha
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Destination:
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Istanbul 2011 Cappadocia -- Inner Circle
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Trip Date:
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May 8 - 13, 2011 - Istanbul at the Bosphorus
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Qual. Period:
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January 1 to December 31, 2010
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Production
Requirements:
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500,000 incentive credits are requried for the first invitation to the Circle of Excellence trip (you may earn up to eight invitations). A minimum of ten new business applications must be submitted and issued in order to qualify.
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Details:
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Click here for complete details!
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Carrier:
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Mutual of Omaha
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Destination:
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Istanbul 2011 Cappadocia -- Inner Circle
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Trip Date:
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May 5 - 8, 2011 - Museum Hotel
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Qual. Period:
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January 1 to December 31, 2010
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Production
Requirements:
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3,000,000 incentive credits are requried to earn one invitation, which includes a business class airfare upgrade, to the Inner Circle Extension trip. This invitation may be used only by the designated principal of the agency.
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Details:
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Click here for complete details!
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Carrier:
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North American
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Destination:
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Partners in Success - The Wynn Las Vegas Hotel
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Trip Date:
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February 16 - 18, 2011
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Qual. Period:
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May 1, 2010 - October 31, 2010
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Production
Requirements:
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Agents under Partner MGAs who produce $25,000 in Paid Annualized Life Premium (PALP) during the qualification period will earn an invitation. Exchanges, internal replacements and conversions count toward PALP to the extent that they are commissionable.
Agens under Partner MGAs who produce an additional room night, the evening of February 15, 2011. (Alternative dates may not be substitued.)
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Details:
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Click here for complete details!
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Carrier:
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OM Financial Life Insurance Company
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Destination:
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PAIRfect Escape - Laguna Beach, CA
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Trip Date:
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April 10-14, 2011
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Qual. Period:
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January 1, 2010 to December 31, 2010
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Production
Requirements:
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1.5 credits for Annuity PAIR
1.0 credits for Life PAIR
ONLY writing Agents may qualify
Guest is invited as well
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Brochure:
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Click here for more details!
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Carrier:
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OM Financial Life Insurance Company
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Incentive:
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PAIR Program
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Program Description:
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The Power Agent Incentive Reward program, or PAIR program, is a non-qualified deferred compensation arrangement for highly productive agents to OM Financial Life Insurance Company. For agents who qualify for the program, Old Mutual makes credits to an account established by the company for your benefit. This could add up to a substantial amount over time.
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PAIR allows you to build substantial value in an account based on past and present sales - with no impact to your current compensation.
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The PAIR credits you receive build on each other for each uninterrupted year of qualification - the program is progressive.
You can be 100% vested in just six years if you qualify for six successive years.
You direct the account investment options*
*with PAIR you can direct how your account is invested among the options that PAIR offers.
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Brochure:
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For more details: Annuity PAIR brochure, Life PAIR program
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Carrier:
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RBC - Liberty Life Insurance
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Destination:
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RBC ExTRA Individual Incentive Program
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Trip Date:
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You choose when to travel
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Qual. Period:
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May 1, 2010 - April 30, 2011
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Production
Requirements:
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Tier One: $2 million paid first-year fixed annuity premium, minimum of 5 paid cases
Tier Two: $3 million paid first-year fixed annuity premium, minimum of 7 paid cases
Tier Three: $4.5 million paid first-year fixed annuity premium, minimum of 10 paid cases
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Brochure:
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Click here for more details!
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