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qual

PLATINUM

$7 million in combined production (fixed and fixed index annuities, life insurance, AE Wealth total AUM and Madison GDC)* -- qualifier and a guest attend for FREE. All expenses are paid by AE for the two program nights (Jan. 25 and 26) and for a third night (Jan. 27) if the qualifier and a guest elect to stay, including registration for the qualifier, meals for two, one hotel room and $500 total toward travel reimbursement. Travel reimbursements will be direct deposited on Jan. 29.

GOLD

$5 million in combined production (fixed and fixed index annuities, life insurance, AE Wealth total AUM and Madison GDC)* -- qualifier and a guest attend for FREE.  All program expenses are paid by AE for the two program nights (Jan. 25 and 26) and for a third night (Jan. 27) if the qualifier and guest elect to stay, including registration for qualifier, meals for two, and one hotel room.  The qualifier is only responsible to pay for his/her travel expense. (If the qualifier jumps up to the Platinum level by contest end date of Nov. 30, 2017, the qualifier will get the $500 travel reimbursement from the Platinum level direct deposited on Jan. 29.)

SILVER

$3 million in combined production (fixed and fixed index annuities, life insurance, AE Wealth total AUM and Madison GDC)* – AE pays for the qualifier’s two program nights (Jan. 25 and 26) as well as a third night (Jan. 27) if the qualifier elects to stay, including registration for qualifier, meals, and one hotel room.  Advisor is only responsible for his/her travel expense. If qualifier would like to bring a guest, the registration fee is **$595 and includes meals, entertainment and guest events being hosted by AE for the program.

 

**Advisors Excel will send invoices and credit card authorization forms to any Silver qualifiers who are bringing guests.  Payments for guests must be received prior to WSOS start date.

*Premium qualifications are as follows:

Fixed and fixed index annuity business: $1,000,000 = $1,000,000 in qualifying production

Target premium life insurance: $1,000,000 = $10,000,000 in qualifying production (i.e. 10x credit)

AE Wealth total AUM: $1,000,000 = $200,000 in qualifying production (i.e. 20% credit)

Madison GDC: $1,000,000 = $4,000,000 in qualifying production (i.e. 4x credit)

WSOS 2018 qualification is based upon paid annuity business from Jan. 1, 2017- Nov. 30, 2017 and a full commitment to Advisors Excel. New York production is not included, certain products/carriers may be excluded and certain restrictions may apply. Registered Representative participation subject to broker-dealer approval.  Contact your VP of Advisor Development for more details.