"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....

 
   

SeSecurity Mutual's 2008 President's Cabinet

Los Cabos, Mexico!

 

 

 

Security Mutual's 2008 President's Cabinet Meeting
will be held in Los Cabos, Mexico, at the
Hilton Los Cabos Beach & Golf Resort, on March 9-13, 2008.

The Hilton Los Cabos Beach & Golf Resort is the perfect Cabo San Lucas Mexico travel destination. This Mexican hotel greets you from the moment you arrive with amazing service and tranquil luxury. With the only Los Cabos beach that allows swimming your Cabo vacation will relax and rejuvenate at this Cabo San Lucas resort.

The picturesque cities of Cabo San Lucas and San Jose del
Cabo are part of the municipality of Los Cabos, which is located at the southern tip of the Baja California Peninsula where the Pacific Ocean meets the Sea of Cortez. Los Cabos averages more than 300 sunny days a year and enjoys an average year-round temperature of 78 degrees. The area is famous for its renowned championship golf courses and spectacular sport fishing, as well as scuba diving, swimming, surfing and yachting.

With its consistent and sunny climate and six signature championship golf courses, Los Cabos has earned a reputation as one of the best golf destinations in the world. The area boasts championship courses designed by Jack Nicklaus, Tom Fazio, Robert Trent Jones, II, Tom Weiskopf and The Dye Corporation. The courses are stunning, set amidst magnificent terrain and the sparkling azure waters of the Sea of Cortez.

 

March 9-13, 2008

 

 

 

 

 

 

 

 

 

 


 

 


 

 

 

 

 

Hilton Los Cabos
Beach & Golf Resort


 

 

 

 
 
   


 
   
       
 
     
       

 

Carrier

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

Destination

Qualification Period

Date of Trip

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
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
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 Group (formerly Jefferson Pilot)
Producers need a minimum of $135,000 of net paid annualized premium. January 1 2007 - December 31, 2007 March 27-31, 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
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

 

 

Security Mutual
Presidents' Cabinet


LosLos 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


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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