QUALIFICATIONS
Target Life Premium Thresholds and Invitation Guidelines
| National Producer Conference | MAUI | ||
|---|---|---|
| Tier 1 | $60,000 |
Producer Only Accommodations Only |
| Tier 2 | $80,000 |
Producer Only Accommodations and Transportation First-Time Producer and Guest Accommodations and Transportation |
| Tier 3 | $100,000 |
Producer and Guest Accommodations and Transportation |
| Tier 4 | $150,000 |
Producer and Guest Accommodations and Transportation, Plus a Bonus Night's Stay |
| Tier 5 | $300,000 |
Office Head and Guest Accommodations and Transportation, Plus a Bonus Night's Stay |
| President's Leadership Forum | LANAI | ||
|---|---|---|
| Producer Tier | $250,000 |
Producer and Guest Accommodations and Transportation |
| Agency Tier | $500,000 |
Office Head and Guest Accommodations and Transportation |
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 two 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, 2017 report covering the last 12 months of fully exposed business.
Eligibility Period
January 1, 2017 to December 31, 2017.