Title 3
Title 4
Qualification period: January 1, 2022, through December 31, 2022
- New Producers: New producers qualify for a one-time bonus of 25,000 points.
- Elite Producer | 100,000 points: You and your guest will enjoy four nights at the Hyatt Park Aviara in San Diego, California.
- Platinum Producers | 400,000 points: You and your guest will enjoy the Elite Producer package as well as an upgraded spa package, an upgraded room and a luxury gift item.
- For Universal Life, Term Plans, Last to Die, and Whole Life (all companies): Production credit is 1 for $1 on commissionable annualized first year target premium, 3% on Excess Premium. Includes various UL, term and whole life (VUL is excluded) products.
- For Disability² (via Secura Consultants, all companies): Production credit is 1 for every $1 of paid annualized premium. Includes all disability through Concourse Financial Group Agency.
- For Annuities (all companies): Production credit is 5% of $1 of premium on index annuities, and 1% of $1 of premium on fixed and immediate annuities.
- Linked benefit products (hybrid LTC-linked life and annuities — all companies): Production credit is 6% for $1 of premium.
- Traditional long-term-care (all companies)²: Includes all traditional long-term care through Concourse Financial Group Agency. Production credit is 25% for every $1 of paid annualized premium.
- COLI/BOLI, Executive UL, Group Life (various carriers): 25% for every $1 of first year commissionable annualized target premium.
Qualification period: January 1, 2022, through December 31, 2022
- For CFG Securities Financial Professionals — Platinum Experience: $1,000,000 GDC required³ to receive one invitation plus a guest to Forward 2023. Additional conference amenities will be offered.
- For CFG Securities Financial Professionals: $400,000 GDC required³ to receive one invitation plus a guest to Forward 2023.
- CFG Securities Business Owners — Platinum Experience: $6,000,000 GDC required³ to receive two invitations plus two guests to Forward 2023.
- CFG Securities Business Owners: $3,000,000 GDC required³ to receive one invitation plus a guest to Forward 2023.
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