"You have truly given me a mobile sales office."
M. Rubinstein - Member Top of the Table

"Since connecting with ODI, my business has increased greatly."
Ptol Slattery - Member Top of the Table

"Having a physician on staff to help with underwriting is a brilliant idea!"
Mark Zlotnik - Member Top of the Table

"ODI's new online access is a genuine time-saver for any broker."
Scott Davis - Member Court of the Table

"Support, especially on more intricate underwriting, is great. The creativity is amazing." Paul Katz - Life member President's Cabinet, Member MDRT

"Generating rate-comparisons at the client's home makes selling so much easier."
Ruth Harris - Member MDRT

"It's a pleasure working with such helpful and efficient professionals."
H. Montag

"ODI eliminates so much legwork for the broker."
David Zakheim

 

Read More....

 
   

 

"Life is Grand"

at the Broadmoor Resort

Colorado Springs,
Colorado

 

 

June 6-11, 2007 will find qualifiers headed to the prestigious Broadmoor Resort in Colorado Springs, Colorado. Called "the Grande Dame of the Rockies," the Broadmoor has held a five-star rating for the past 45 years - the longest streak of any resort in America. This resort truly lives up to this honor. From the opulent decor to the soaring scenery of the Rocky Mountains, the hotel embodies the grandeur of life and luxury.

Nestled in the shadows of Pike's Peak, the Broadmoor offers the same European elegance and grand style as when it opened in 1918. With its world-renowned spa, three championship golf courses, tennis courts and swimming pools, the property offers lots to do. Hiking and biking through some of the most scenic mountains are more options.

Attendees will also enjoy a dynamic business session with outstanding speakers and top-notch ideas.

 

June 6-11, 2007

 

 

 

 

 

 

 

 

 
   


 

Jefferson Pilot's
2007
"Life is Grand "
Incentive Trip


 

 


 

 


 

 

 

Broadmoor Resort

"Grande Dame of the Rockies"


 

 
   
   


 

 

Carrier

First year commission-(1)
Premium-(2)

Destination

Qualification Period

Date of Trip

Lincoln Financial Group (formerly Jefferson Pilot)
Minimum of $500,000 of net PAP-R and a ranking in the top 80 producers. Producers with $600,000 or more qualify regardless of ranking. Management qualification is different. Cape Town, South Africa January 1, 2006- June 30, 2007 August 21-28, 2007

Banker's Life of NY

Agent: minimum of $150,000 convention credits.
GA (per principal, up to three): $300,000

Convention credits: (CC)
Life Premium: CC's equal 100% of annualized target premium and 3% of excess life premium
Single Premium Life: CC's equal 10% of single premium amount
Annuities: CC's equal 10% of the premium, regardless of the product sold

July 1, 2006-December 31, 2007 April 29- May 4, 2008
Banker's Life of NY

Agent: minimum of $400,000 convention credits.
GA (one principal) $1,200,000

July 1, 2006-December 31, 2007 May 4-7. 2008
Jefferson Pilot Financial
(now Lincoln Financial)

Producers need a minimum of $125,000 of net paid annualized premium for recognition.

 

January 1, 2006-December 31, 2006 June 6-11 , 2007
Security Mutual Life od NY

Production requirement is $90,000 in net annualized first-year commission credits, encompassing all premium modes.

First-Time Qualifiers - $75,000 annualized commision credits with a minimum of five lives.

Also counted are:

Annuity Credits - up to 50% of total qualifying amount

In-Sourced Product Credits (DI and LTC) - up to 25% of total qualifying credits

Worksite Credits - Up to 100%

Group Credits - Up to 25% of qualifying amount

Policies must be in force and on a premium-paying basis as of 60 days prior to the President's Cabinet meeting in 2007.

January 1, 2007 - December 31, 2007 To be announced.
Lincoln Financial
(formerly Jefferson Pilot))
The top three producers with a minimum of $1 million of propriety fixed life and propriety finxed annuity net PAP-R. January 1, 2007 to December 31, 2007 June 18-25, 2008
Mutual of Omaha & Companion of NY

Generate 100,000 incentive credits (a minimum of three issued applications. All eligible business applied for during qualification period must be placed and premium collected and received by Mutual of Omaha by Jan. 15, 2008.

ICs per $ of ANBP:
Medicare Suppl: .60
Hospital Income
: 1
Long Term Care:1.5 for Mutual Care, 1 for all other LTC
Critical Illness: 1

Disability Income: 1
Fixed Life Target Prem: 1
Fixed Life Excess Prem: .05
Fixed Annuity/SPIA: .05

Term Life Ins:
Term Life Comlete: 1.15
Term Life Express: 1.15
Morgage Term: 1.15
Priority Term: .75

January 2007 - December 2007 accounting months.
March 9-13, 2008
Jefferson Pilot (Now Lincoln Financial) Producers need a minimum of $135,000 of net paid annualized premium. January 1 2007 - December 31, 2007 Late March/Early April of 2008

 

DO YOU
QUALIFY?

(click on the photos)

 

 

Jefferson Pilot (now Lincoln Financial)
Incentive Trip

Colorado Springs, Colorado 2007

 

 

Security Mutual
Presidents' Cabinet


Los Cabos,
Mexico 2008

 

 

Bankers of NY
Chairman's Council

Barcelona, Spain
2008

 

 

Bankers of NY
Summit Club

Madrid, Spain 2008

 

 

 

Lincoln Financial
Group/Jefferson Pilot
Summit 2007
South Africa

 

 

 

Lincoln Financial
Group/Jefferson Pilot


Puerto Rico 2008

 

Lincoln Financial
Group/Jefferson Pilot
< London & Paris 2008

 

Mutual of Omaha
Sales Leaders

Las Vegas 2008

 

 

 

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