February 24âMarch 1, 2018 February 27âMarch 7, 2018
February 24–March 1, 2018
February 27–March 7, 2018
Untouched, intoxicating, and inspiring.
Golden hues, glittering temples, tropical
Ascend to the realm of the gods, Angkor Wat.
beaches and that ever-comforting Thai smile.
Siem Reap & Angkor Wat
10235 South Jordan Gateway, South Jordan UT 84095
Bangkok & Phuket
|
800-418-1788
|
AllegisAG.com
2018 Allegis Pinnacle & Summit Rules Required for qualification: minimum average target premium of $1,000 (excludes annuities and excess premium), five placed cases, 175,000 Allegis points for Summit conference, and 285,000 Allegis points for Summit and Pinnacle Conferences (see Earned Point Calculation Methods).
Award and points are non-transferrable and combined agency production of the pooling of subagent production does not qualify.
Qualification Period: January 1–December 31, 2017. Only applications paid and placed through Allegis between these dates qualify.
Void where prohibited by federal or state law or regulation.
Each qualifier is invited to attend, each with one guest and provided with lowest-priced coach class airfare. Additional guests can buy in based on availability and must be approved by Allegis Advisor Group. Cash or non-cash incentives of any type (e.g. trips, sales awards, or gifts) should never affect the determination of a suitable insurance company or product to present as possible options to a consumer seeking appropriate product alternatives. A complete unbiased carrier and product solution should be based on an understanding of each client’s facts and circumstances. Because of the value of the prize, there may be additional reporting responsibilities on the part of the qualifier.
A 1099 form will be issued to contest winners for the fair market value of the trip. Contest winners will be responsible for any associated tax liability. Points for split cases are credited based on percentage split. Invitation to this event is at the sole discretion of Allegis. Allegis has the exclusive right to modify and interpret the rules of this contest, or to terminate the contest at any time, without prior notice. Producer must be in good standing with Allegis (no outstanding debit balances) and all regulatory authorities. Producer may only qualify once. Not redeemable for cash or other remuneration.
Earned Point Calculation Methods Life insurance (excludes variable life) • 1 point for each $1 of paid target permanent premium • 1 point for each $1 of paid term premium (no minimum application size) • 1 point for each $35 of paid excess life premium Annuities (excludes variable annuities) • 1 point for each $20 of paid indexed annuity premium • 1 point for each $35 of paid fixed annuity premium Assets Under Management compensation through Allegis Investment Advisors • 1 point for each $3 of OFR (Outside Fee Revenue) • 1 point for each $1.50 of AFR* (AAMP Fee Revenue) *AFR (AAMP Fee Revenue) = Total Advisory Fees Charged - Third Party Overlay Fee Revenue Gross Dealer Concessions through Allegis Investment Services • 1 point for each $3 of GDC (Gross Dealer Concessions) Long term care insurance • 1 point for each $2 of paid target premium • 1 point for each $35 of paid single-pay LTC premium (including Lincoln Life’s MoneyGuard, Genworth’s Total Living Coverage and John Hancock’s LifeCare) Disability insurance • 1 point for each $2 of paid target premium
10235 South Jordan Gateway, South Jordan UT 84095
|
800-418-1788
|
AllegisAG.com
AAG-161209-Pinnacle Summit 2018-v1.00
February 27–March 7, 2018
Untouched, intoxicating, and inspiring.
Golden hues, glittering temples, tropical
Ascend to the realm of the gods, Angkor Wat.
beaches and that ever-comforting Thai smile.
Siem Reap & Angkor Wat
10235 South Jordan Gateway, South Jordan UT 84095
Bangkok & Phuket
|
800-418-1788
|
AllegisAG.com
2018 Allegis Pinnacle & Summit Rules Required for qualification: minimum average target premium of $1,000 (excludes annuities and excess premium), five placed cases, 175,000 Allegis points for Summit conference, and 285,000 Allegis points for Summit and Pinnacle Conferences (see Earned Point Calculation Methods).
Award and points are non-transferrable and combined agency production of the pooling of subagent production does not qualify.
Qualification Period: January 1–December 31, 2017. Only applications paid and placed through Allegis between these dates qualify.
Void where prohibited by federal or state law or regulation.
Each qualifier is invited to attend, each with one guest and provided with lowest-priced coach class airfare. Additional guests can buy in based on availability and must be approved by Allegis Advisor Group. Cash or non-cash incentives of any type (e.g. trips, sales awards, or gifts) should never affect the determination of a suitable insurance company or product to present as possible options to a consumer seeking appropriate product alternatives. A complete unbiased carrier and product solution should be based on an understanding of each client’s facts and circumstances. Because of the value of the prize, there may be additional reporting responsibilities on the part of the qualifier.
A 1099 form will be issued to contest winners for the fair market value of the trip. Contest winners will be responsible for any associated tax liability. Points for split cases are credited based on percentage split. Invitation to this event is at the sole discretion of Allegis. Allegis has the exclusive right to modify and interpret the rules of this contest, or to terminate the contest at any time, without prior notice. Producer must be in good standing with Allegis (no outstanding debit balances) and all regulatory authorities. Producer may only qualify once. Not redeemable for cash or other remuneration.
Earned Point Calculation Methods Life insurance (excludes variable life) • 1 point for each $1 of paid target permanent premium • 1 point for each $1 of paid term premium (no minimum application size) • 1 point for each $35 of paid excess life premium Annuities (excludes variable annuities) • 1 point for each $20 of paid indexed annuity premium • 1 point for each $35 of paid fixed annuity premium Assets Under Management compensation through Allegis Investment Advisors • 1 point for each $3 of OFR (Outside Fee Revenue) • 1 point for each $1.50 of AFR* (AAMP Fee Revenue) *AFR (AAMP Fee Revenue) = Total Advisory Fees Charged - Third Party Overlay Fee Revenue Gross Dealer Concessions through Allegis Investment Services • 1 point for each $3 of GDC (Gross Dealer Concessions) Long term care insurance • 1 point for each $2 of paid target premium • 1 point for each $35 of paid single-pay LTC premium (including Lincoln Life’s MoneyGuard, Genworth’s Total Living Coverage and John Hancock’s LifeCare) Disability insurance • 1 point for each $2 of paid target premium
10235 South Jordan Gateway, South Jordan UT 84095
|
800-418-1788
|
AllegisAG.com
AAG-161209-Pinnacle Summit 2018-v1.00
