QUALIFICATIONS


President's Leadership Forum 2017 – Invitation Guidelines

Revenue

Annualized First Year Target Life Premium threshold $250,000. Excess life premium credit counts at 10 percent of life premium payments in excess of target. Annuity Premium credited at 10 percent of new annuity sales deposits toward eligibility threshold.

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 a producer's own life or that of their family members will count towards 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.

Attendance at the President's Leadership Forum is by invitation only.