QUALIFICATIONS
| TARGET LIFE PREMIUM THRESHOLDS | ||
|---|---|---|
| Tier 1 | $60,000 |
Producer Only Accommodations at Four Seasons Resort Orlando at Walt Disney World Resort |
| Tier 2 | $80,000 |
Producer Only Accommodations and transportation to Orlando First-Time Attendee and Guest Accommodations and transportation to Orlando |
| Tier 3 | $100,000 |
Producer and Guest Accommodations and transportation to Orlando |
| Tier 4 | $125,000 |
Producer and Guest plus Bonus Day* Accommodations and transportation to Orlando, plus a bonus day's stay |
| Tier 5 | $300,000 |
Office Head** and Guest Accommodations and transportation to Orlando |
Life Premium
Counts at 100 percent of Annualized First Year Target Life Premium. Excess Life Premium Credit counts at 10 percent of premium payments in excess of target toward annualized first year target life premium.
Annuity Premium
Counts at 10 percent of new annuity sales deposits toward Annualized First Year Target Life Premium. Ten percent of annuity sales deposits on producer's own life or that of their family members will be included in the $5,000 life premium limit listed below.
Minimum Lives
Five or more paid lives are required. A "life" is an issued and paid-for individual life or individual annuity case underwritten by Columbus Life.
Personal Production
Maximum total of $5,000 in paid premium credits, including excess premium and annuity credits, on producer's own life or that of their family members will count toward conference qualification. Maximum of 2 lives, both for life and annuities, written on a producer or their family will count toward conference qualification.
Persistency
Ninety percent or better "rolling" first year combined persistency for individual life as shown on the December 31, 2016, report covering the last 12 months of fully exposed business.
Eligibility Period
January 1, 2016 to December 31, 2016.
Guidelines are for the PGA channel only. Attendance at the National Producer Conference is by invitation only.
*Only the top 20 producers above the $125,000 threshold will receive the bonus day package.
**Must have two or more producers eligible to attend.