JW Marriott Guanacaste Resort & Spa »


April 21st – 25th, 2016

Shared Success® Qualification and 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.
  • A 1099 will be issued to all recipients in accordance with IRS guidelines.

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


  • Business that will be credited toward the 2015 Incentive Program includes business RECEIVED at Financial Brokerage
    during the qualification period of January 1, 2015 – December 31, 2015.
  • All eligible applications must be issued and paid no later than March 1, 2016 for Success Share credit towards the Costa Rica Incentive trip credit.
  • Shares earned from all applications issued and paid by May 31, 2016 must be redeemed by June 30, 2016 for Shared Success Cash benefits.
  • 55,000 Success Shares are required for the Costa Rica Incentive trip.