"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....

 
   

 

Lincoln Financial Group Summit 2007

Journey to South Africa...

plus a Safari!

 

 

Situated at the foot of the majestic sandstone formation of Table Mountain, Cape Town is a bustling cosmopolitan city richly contrasted with mountain wilderness, rugged coastlines, sandy beaches and fertile valleys carpeted with vines. One of the most beautiful and compelling cities on Earth, Cape Town, South Africa offers a feast of exciting attractions and activities.

Lincoln Financial Group (formerly Jefferson Pilot Financial) Summit guests will find a wide range of recreational pursuits at their fingertips. Lush vineyards, vibrant markets, excellent museums and a pristinely restored waterfront all make up the multi-layered, fascinating cityscape called Cape Town. For rest and relaxation after an adventurous day, you'll enjoy the luxurious Table Bay Hotel on the picturesque Victoria and Alfred Waterfront.

You will have four nights of Cape Town's natural wonders, cultural treasure, and culinary specialties before heading to the African Bush to continue your amazing journey. Upon departing Cape Town, you will embark on a phenomenal three-night safari excursion to one of five private game preserves overlooking the far-reaching African savannah to enjoy spectacular game viewing and extraordinary encounters with a roaming lion, leopard, rhino, elephant, zebra and giraffe. Following each day of the safari, retreat to your luxurious lodge accommodations nestled among a breathtaking landscape.

 

Table Bay Hotel


Cape Town

 

 

 

 

 

 

 

August 21-28, 2007

Travel dates:
August 20-29

 


Lincoln Financial Group
(formerly Jefferson Pilot)
Summit 2007



 

 

 


...and a Safari!

 
 
   

 

Carrier

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

Destination

Qualification Period

Date of Trip

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 Complete: 1.15
Term Life Express: 1.15
Mortgage Term: 1.15
Priority Term: .75

January 2007 - December 2007 accounting months.
March 9-13, 2008

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
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
Jefferson Pilot Financial - Lincoln Financial Producers need a minimum of $135,000 of net paid annualized premium for recognition. January 1, 2007 - December 31, 2007 Late March, Early April of 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

 

DO YOU
QUALIFY?

(click on the photos)

 

 

Security Mutual
Presidents' Cabinet


Los Cabos,
Mexico 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

 

 

 

Bankers of NY
Chairman's Council

Barcelona, Spain
2008

 

 

Bankers of NY
Summit Club
Madrid, Spain 2008

 

 

John Hancock
Brokerage Incentive Conference


Naples, FL 2008

 

 

 

John Hancock
Brokerage Incentive Conference


Emerald Bay,
Bahamas 2008

 


 

 

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