QUALIFICATIONS
Production Thresholds and Invitation Guidelines
| National Producer Conference | PALM BEACH | ||
|---|---|---|
| Tier 1 | $90,000 |
Producer Only Accommodations Only First-Time Producer and Guest Accommodations and Transportation |
| Tier 2 | $120,000 |
Producer Only Accommodations and Transportation |
| Tier 3 | $140,000 |
Producer and Guest Accommodations and Transportation |
| Tier 4 | $300,000 |
Producer and Guest Accommodations and Transportation, Plus a Bonus Night's Stay |
| Tier 5 | $400,000 |
Office Head and Guest Accommodations and Transportation, Plus a Bonus Night's Stay |
| President's Leadership Forum* | ST. THOMAS | ||
|---|---|---|
| Producer Tier | $300,000 |
Producer and Guest Accommodations and Transportation |
| Agency Tier | $750,000 |
Office Head and Guest Accommodations and Transportation |
*IMPORTANT: Eligible producers and office heads who qualify for both NPC and PLF may personally choose which of the two programs they attend. Qualifying producers will not be eligible to attend both programs. Qualifying office heads will be eligible to attend both programs only if they meet at least one of the two following criteria: 1. Excluding the office head, the agency must also have a minimum of three additional NPC qualifying producers, or 2. The office head’s personal production credits must exceed $90,000.
Life Premium
Counts as 100 percent of Annualized First Year Target Life Premium. Excess Life Premium Credit counts as 10 percent of premium payments in excess of target toward Production Thresholds.
Annuity Premium
Counts at 10 percent of new annuity sales deposits toward Production Thresholds. 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, 2021 report covering the last 12 months of fully exposed business.
Eligibility Period
January 1, 2021 to December 31, 2021.