"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....

 
   

 

Puerto Rico

in the

Spring!

 

 

 

March 27-31, 2008 will find Lincoln Financial Group (formerly Jefferson Pilot) Convention qualifiers headed to the exquisite beaches of Rio Grand, Puerto Rico. The Wyndham Rio Mar Beach Resort and Club is situated on 500 acres of secluded beachfront property with a world-class spa, two golf courses, and a tennis center. VIP Premier Partners (Platinum or Sustaining for 2008 based on 2007 net PAP-R) will have the opportunity to arrive a day early, On Mach 26, for an extra night and leisure day.

Nearby is the renowned El Yunque Caribbean National Forest with breathtaking panoramic views and beautiful waterfalls. There will be lots to see and do on this fantastic trip.

Check here throughout the year for more details.

 

 





March 26-31, 2008

 

 

 

 

 

 

 

Wyndham Rio Mar Beach
Resort & Club
in
Rio Grand, PR

 

Linc

Lincoln Financial Group
(Jefferson Pilot)

 


 

 

 

 

 

 

 
 

 

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 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 March 27-31, 2008
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 commission 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 March 9-13, 2008
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
John Hancock Producers need a $550,000 target premium from the sale of individual and survivorship, non-variable, life insurance policies during the 2007 production year. January 1 2007 - December 31, 2007 March 9-13, 2008
John Hancock

Producers need a $1,500,000 target premium from the sale of individual and survivorship, non-variable, life insurance policies during the 2007 production year. Those who qualify automatically qualify for the Naples trip too.

 

January 1 2007 - December 31, 2007 March 13-16, 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


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

 

 

Security Mutual
Presidents' Cabinet


Los Cabos,
Mexico 2008

 

 

Lincoln Financial
Group/Jefferson
Pilot


Puerto Rico 2008

 

 

Lincoln Financial
Group/Jefferson Pilot
< London & Paris 2008

 

 

Mutual of Omaha
Sales Leaders

Buenos Aires 2009

 

 

John Hancock
Brokerage Incentive Conference


Naples, FL 2008

 

John Hancock
Brokerage Incentive Conference


Emerald Bay,
Bahamas 2008

 

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