2017 Kauai, Hawaii 80,000 Shares – Details
2017 New England 40,000 Shares – Details
Tier 1 Carriers and Calculations
Tier 2 Carriers and Calculations
Life

 

  • Single premium products are credited at 1 Success Share for every $25 in paid premium.
  • The ratio for all Final Expense products is 1 Success Share for every $2 in paid premium.
1 Success Share for every $1.00 in paid premium*


American General
John Hancock
Legal & General (Banner)
Mutual of Omaha
North American
Protective
Transamerica

1 Success Share for every $1.25 in paid premium*


Accordia
Allianz
American National
Americo
Assurity Life
AXA
Bankers Fidelity
Columbus Life
Fidelity & Guaranty
Foresters
Lincoln Financial
MetLife
National Western
Principal
Prudential
SBLI
Symetra
Voya

Annuity

 

The following are credited at 1 Success Share for every $75 in paid premium.

  • All Single Premium Immediate Annuities
  • All Deferred Income Annuities
  • All Multi-Year Guarantee Annuities
  • All annuities with a surrender of 5 years and less
  • All applications on annuitants/owners age 80 and older
1 Success Share for every $25 in paid premuim*


American Equity
EquiTrust
Legacy
North American
Voya

1 Success Share for every $30 in paid premuim*


Allianz
American General
American National
Athene
Fidelity & Guaranty
Foresters
Great American
Lincoln Financial
Mutual of Omaha
National Western
Principal Financial Group
Symetra

Long Term Care, Disability and Critical Illness
1 Success Share for every $1.50 in paid premuim*


Illinois Mutual
Principal

1 Success Share for every $2.00 in paid premuim*


American General
Assurity Life
John Hancock
LifeSecure
Mutual of Omaha
Transamerica

Short Term Care
1 Success Share for every $3.00 in paid premuim*


Bankers Fidelity
Medico

1 Success Share for every $5.00 in paid premuim*


Standard
Aetna

Linked Benefit
1 Success Share for every $35 in paid premium*


One America
Lincoln Financial

Medicare Supplement

 

  • Shared Success is only available on ages 65-80
  • Shared Success is credited on paid premium as earned (not annualized)
1 Success Share for every $15 in paid premium* (years 1-5)


Aetna
Central States Life
Medico
Mutual of Omaha
UnitedHealthcare

1 Success Share for every $25 in paid premium* (years 1-5)


Bankers Fidelity
Cigna
Standard Life

Guidelines

  • Producer must be in good standing with Financial Brokerage at the time of Success Shares redemption.
  • No outstanding debit balance.
  • Shared Success qualifications and guidelines cannot be modified except in writing by an officer of Financial Brokerage.
  • Financial Brokerage holds sole discretion in the handling of issues not outlined in the qualifications and guidelines.

Qualifications

    • Business that will be credited toward the 2017 Incentive Program includes business RECEIVED at Financial Brokerage
      during the qualification period of September 1, 2015 – December 31, 2016.
    • All eligible applications must be issued and paid no later than March 1, 2017 for Success Share credit towards the Mediterranean Cruise Incentive trip credit.
    • Shares earned from all applications issued and paid by May 31, 2017 must be redeemed by June 30, 2017 for Shared Success Cash benefits.
    • Financial Brokerage holds sole discretion in the handling of issues not outlined in the qualifications and guidelines.
    • A 1099 will be issued to all recipients in accordance with IRS guidelines.

* Paid Premium is defined as 1st year target premium.