"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....

 
   

 

London and Paris in June

 

 

 

June of 2008 will find Lincoln Financial Group (formerly Jefferson Pilot) President's Elite qualifiers on a fabulous trip to London and Paris. This will be an over-the-top, luxurious, VIP tour of two of the most beautiful cities in the world.

From private boxes at the Royal Ascot Races in London to a tour of the Da Vinci Code landmarks in Paris, and a private dinner at the Eiffel Tower, this will be a once-in-a-lifetime experience for attendees.

Check here throughout the year for more details.

 

 





June 18-25, 2008

 

Linc

Lincoln Financial Group
(Jefferson Pilot)

President's Elite


 

 

 

 

 

 

 

 

Carrier

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

Destination

Qualification Period

Date of Trip

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
Mutual of Omaha & Companion of NY

Generate 115,000 incentive credits - a minimum of five new-business applications. All eligible business applied for during qualification period must be placed and premium collected and received by Mutual of Omaha by Jan. 16, 2009.

Medicare Supplement internal conversions or replacements and affiliate conversions or replacements will receive half incentive credit up to to a maximum cap of 25,000 incentive credits. All other products will not receive incentive credit on internal or affiliate conversions or replacements.

January 1, 2008 - December 31, 2008
March 19-24, 2009
Lincoln Financial Group
Producers need a minimum of $165,000 of net paid annualized premium. Management qualification is different - refer to Incentive section of the Lincoln Financial website. January 1 2008 - December 31, 2008 June 10-14, 2009
Lincoln Financial
(formerly Jefferson Pilot))
The top three producers with a minimum of $1 million of propriety fixed life and propriety fixed annuity net PAP-R. January 1, 2007 to December 31, 2007 June 18-25, 2008
Lincoln Financial Group

Producer requirements: $630,000 of propriety fixed life and propriety fixed annuity net PAP-R

 

 

July 1 2007 - December 31, 2008 2009 - Exact dates to be announced
John Hancock Producers need a $650,000 target premium from the sale of individual and survivorship, non-variable, life insurance policies during the 2008 production year. Open to independent producers only. January 1 2008 - December 31, 2008 June 13-20, 2009
Aviva (Bankers Life of NY)

Agent: minimum of $205,000 convention credits.
GA (1 principal): $850,000

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

April 17-22, 2009
January 1, 2008-December 31, 2008
Aviva (Bankers Life of NY)

Agent: minimum of $400,000 convention credits.
GA (1 principal): $1,350,000

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

April 22-25, 2009
January 1, 2008-December 31, 2008
Aviva (Bankers Life of NY)

Agent: minimum of $135,000 convention credits.
GA (1 principal): $500,000

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

March 19-22, 2009
January 1, 2008-December 31, 2008


 

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Do you qualify?
(click on the photos)

 

 

Lincoln Financial
Summit 2009


Beijing, China

 

Bankers of NY
Chairman's Council

Barcelona, Spain
2008

 

 

Bankers of NY
Summit Club

Madrid, Spain 2008

 

 

Lincoln Financial
Group


Maui, Hawaii 2009

 

Lincoln Financial
Group/Jefferson Pilot
< London & Paris 2008

 

 

Mutual of Omaha
Sales Leaders

Buenos Aires 2009

 

 

John Hancock
Brokerage Incentive
Conference


Mediteranean Cruise
2009

 

 

Aviva Summit Club
2009

Cuzco & Machu
Picchu, Peru

 

 

Aviva Chairman's
Council 2009

Buenos Aires,
Argentina

 

Aviva President's
Club 2009

Hilton Head, SC