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Home > Agent Incentives > Shared Success
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Shared Success® Qualification and Guidelines

Guidelines

  • Producer must be in good standing with Financial Brokerage at the time of Success Shares redemption.
  • No outstanding debit balance.
  • Shared Success qualifications and guidelines cannot be modified except in writing by an officer of Financial Brokerage.
  • Financial Brokerage holds sole discretion in the handling of issues not outlined in the qualifications and guidelines.
  • A 1099 will be issued to all recipients in accordance with IRS guidelines.
* Paid Premium is defined as 1st year target premium.

Qualifications

  • Business that will be credited toward the 2015 Incentive Program includes business RECEIVED at Financial Brokerage
    during the qualification period of January 1, 2015 - December 31, 2015.
  • All eligible applications must be issued and paid no later than March 1, 2016 for Success Share credit towards the Costa Rica Incentive trip credit.
  • Shares earned from all applications issued and paid by May 31, 2016 must be redeemed by June 30, 2016 for Shared Success Cash benefits.
  • 55,000 Success Shares are required for the Costa Rica Incentive trip.
     
Annuity Calculations
Tier 1
1 Success Share for every $25 in paid premium*
American Equity
Equitrust
Genworth
North American
Voya
Tier 2
1 Success Share for every $30 in paid premium*
Allianz
American General
American National
Fidelity & Guaranty
Great American
Lincoln Financial
MetLife
Mutual of Omaha
National Western
Symetra
The following are credited at 1 Success Share for every $75 in paid premium.
• All Single Premium Immediate Annuities
• All Multi-Year Guarantee Annuities
• All annuities with a surrender of 5 years and less
• All applications on annuitants/owners age 80 and older
Life Calculations
Tier 1
1 Success Share for every $1 in paid premium*
American General
Genworth
Legal & General (Banner)
Mutual of Omaha
North American
Protective
Transamerica
Tier 2
1 Success Share for every $1.25 in paid premium*
Accordia
Allianz
Americo
Assurity Life
AXA
Fidelity & Guaranty
Foresters
Lincoln Financial
MetLife
National Western
Principal
Prudential
Savings Bank Life
Symetra
Voya
* Single premium products are credited at 1 Success Share for every $25 in paid premium.
* The ratio for all Final Expense products are 1 Success Share for every $2 in paid premium.
Long Term Care & Disability Calculations
Tier 1
1 Success Share for every $1.50 in paid premium
Genworth
Illinois Mutual
Principal
Tier 2
1 Success Share for every $2.00 in paid premium
American General
Assurity Life
John Hancock
Mutual of Omaha
Transamerica LTC
Linked Benefit Calculations
Tier 1
1 Success Share for every $25 in paid premium*
Genworth
Tier 2
1 Success Share for every $35 in paid premium*
One America
Lincoln Financial