LOS CABOS - National Catholic Society of ForestersLOS CABOS NEW DESTINATION! 2020 Producer...

2
LOS CABOS NEW DESTINATION! 2020 Producer Conference 30 Top Producers Five nights of luxury in Mexico! Qualificaon Period 12/1/2018 thru 11/30/2019 Who Will Qualify? Producers with $35K in Premium Producers with $45K in Premium will get One Guest Accommodaon 1 Producers over $55K get TWO EXTRA NIGHTS! Producon Credit 120% Credit for Tradional Whole Life and Term Annualized Premium 100% Credit for Xpress 4 U Annualized Premium 8% Credit for SPWL Premium 10% Credit for Qualified and Non-Qualified Annuity Premium SEE BACK FOR ADDITIONAL DETAILS National Catholic Society of Foresters 320 S. School Street, Mount Prospect, IL 60056 800-344-6273 [email protected]

Transcript of LOS CABOS - National Catholic Society of ForestersLOS CABOS NEW DESTINATION! 2020 Producer...

LOS CABOS

NEW DESTINATION!

2020 Producer Conference

30 Top Producers Five nights of luxury in Mexico!

Qualification Period12/1/2018 thru 11/30/2019

Who Will Qualify?• Producers with $35K in Premium• Producers with $45K in Premium will get One Guest Accommodation1

• Producers over $55K get TWO EXTRA NIGHTS!

Production Credit • 120% Credit for Traditional Whole Life and Term Annualized Premium• 100% Credit for Xpress 4 U Annualized Premium • 8% Credit for SPWL Premium • 10% Credit for Qualified and Non-Qualified Annuity Premium

SEE BACK FOR ADDITIONAL DETAILS

National Catholic Society of Foresters320 S. School Street, Mount Prospect, IL 60056 • 800-344-6273 • [email protected]

ADDITIONAL DETAILS• Premium Credits are based on new life and annuity applications only.• Premium Credits will be awarded on additional new annuity deposits on policies

written during qualification period. • No premium credits will be awarded for agent or immediate family business written

in the last 30 days of qualification period. • Business must be approved by November 30, 2019 to be eligible for the trip.• 1035 Exchange cases that are still pending at end of campaign will be given full credit

as long as Home Office receives a valid assignment form, replacement form, last statement from current trustee and an approved application.

• If you split a case, you will only receive premium credits based on your commission percentage.

• Policy fee will be included in qualifying premium.• Premium credits will not be awarded for NCSF policy cash value rollovers.• Agents must be contracted and remain in good standing from November 2, 2018 –

February 14, 2020. • Lapses, surrenders, withdrawals, deaths, and declines will be subtracted. • No cash substitute. • Not transferable. • Overall persistency should be a minimum 85% or better. • Agent-driven full withdrawals and transfers will reduce your premium credits

for the trip.• Attendance is limited to the qualifying producer and a spouse/guest(s).2

• NCSF reserves the right to change or interpret rules at any time.

NATIONAL CATHOLIC SOCIETY OF FORESTERS WILL PROVIDE: • Air transportation and transfers from the nearest major airport to and from the

conference destination.• Taxes and tips necessary to complete the included portions of the conference.• Hotel accommodations. • Expenses for tour/activity sponsored by the conference.• Specified meals.

1) Producers will receive 1099 for the airfare of their guests.2) Travel and accommodation expenses incurred for additional guest(s) beyond the one allowed will be paid by producer.

National Catholic Society of Foresters320 S. School Street, Mount Prospect, IL 60056 • 800-344-6273 • [email protected]

LOS CABOS2020 Producer Conference