QUALIFICATIONS


Production Thresholds and Invitation Guidelines

NATIONAL PRODUCER CONFERENCE
Tier 1 $100,000 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
Producer Tier $400,000 Producer and Guest
Accommodations and Transportation
Agency Tier $850,000 Office Head and Guest
Accommodations and Transportation

Attendance at both the National Producer Conference and President’s Leadership Forum programs is by invitation only. Top producers and office heads can qualify to attend both the National Producer Conference and President's Leadership Forum programs by meeting the invitation guidelines for each conference independently.


Life Premium

Counts as 100% of Annualized First Year Target Life Premium. Excess Life Premium Credit counts as 10% of premium payments in excess of target toward Production Thresholds.


Annuity Premium

Counts as 10% 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, 2022, report covering the last 12 months of fully exposed business.


Eligibility Period

January 1, 2022, to December 31, 2022.

Fairmont® is a registered trademark of Accor Management Canada, Inc. in Canada.

Columbus Life Insurance Company, Cincinnati, Ohio.

For financial professional use only. Not for use with the public

CL 5.1868 (05/22)

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Last Updated: 6/1/2022