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If you are in the Minneapolis or Des Moines area, please ask about our Index Symposium on Nov 3rd and 5th!
*All bonuses have the same Qualifying Period and Eligibility Rules. Qualifying Period: The period will run from September 8th, 2015 until December 18th, 2015. All qualifying business submitted and issued during the qualification period will contribute toward the bonus. Eligibility: Bonus is paid to the Writing Agent (SGA or lower) on the application. Agents are eligible if they have no debit balance and have not been the subject of any customer complaint. The bonus is based on the total TriVystaTM premium on applications submitted on or after September 8th, 2015 and issued by December 18th, 2015. Premium must be paid during the period and is reduced by any Not Takens, Surrenders, or Deaths. Not Taken sales refer to those contracts that are canceled by the customer during the 30 day free look period.
The maximum case size is $1,000,000. Production from multiple agents may not be aggregated to qualify for a higher level. In case commission is split on a single case, Premium will be split in the same manner. Bonus Payment: The Production and Cash Bonus payments will be made in February 2016. All policies must be delivered and a valid delivery receipt received in order to be eligible for the bonus payment. Bonus dollars are taxable income for the year in which they are paid, and will be included in a separate 1099 M for 2016.
Guggenheim reserves the right to terminate or change the terms of the program at any time at its sole discretion and will make all determinations as to eligibility.
-- Agent Use Only - Not for Public Use --
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