Rome to Athens

 
Only…

$99,000 in Life Premium, or
$2,475,000 in Annuity Premium, or
$1,485,000 in LTC/DI Premium, or
$2,475.000 in Linked Benefit Premium, or
$990,000 in Medicare Supplement Premium.

Qualification period Sept. 1, 2015 – Dec. 31, 2016.

Tier 1 Carriers and Calculations
Tier 2 Carriers and Calculations
Life $99,000

 

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


    American General
    Genworth
    Legal & General (Banner)
    Mutual of Omaha
    North American
    Protectivbe
    Transamerica

    1 Success Share for every $1.25 in paid premium*


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

    Annuity $2,475,000

     

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

  • All Single Premium Immediate 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
    Genworth
    North American
    Voya

    1 Success Share for every $30 in paid premuim*


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

    Long Term Care, Disability and Critical Illness $1,485,000
    1 Success Share for every $1.50 in paid premuim*


    Genworth
    Illinois Mutual
    Principal

    1 Success Share for every $2.00 in paid premuim*


    American General
    Assurity Life
    John Hancock
    Mutual of Omaha
    Transamerica LTC

    Linked Benefit $2,475,000
    1 Success Share for every $25 in paid premium*


    Genworth

    1 Success Share for every $35 in paid premium*


    One America
    Lincoln Financial

    Medicare Supplement $990,000

     

  • 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 $10 in paid premium* (years 1-5)


    Aetna
    Central States Indemnity
    Medico
    Mutual of Omaha
    United Health Care

    1 Success Share for every $15 in paid premium* (years 1-5)


    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.