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Sales professionals earn a trip spot by meeting the qualification standards established by the Executive Management Team for that incentive period. A qualifying spot includes the sales professional and one guest.
Current qualification details are shared at the beginning of each incentive period. Be sure to check the official trip and company resources for the most up-to-date qualification standards, timelines, and trip information.
Qualifying volume includes gross sales volume and reinstatements that are received and processed within the same qualifying period, less lapses, cancellations, and deaths that occur during the standard chargeback period. Flex annuity and add-ons are credited for the premiums received, and volume from all age bands will be accepted for trip credit. Qualifying volume does not include cancellations or rewrites unless they occur within the same qualifying period, trust conversions, trust annuities, whole life insurance, or dollar-for-dollar plans for policyholders who are terminal.
Yes. If you qualify, you may bring one guest with you on the trip.
No. If a qualifying sales professional chooses not to attend, the trip may not be transferred to a family member, friend, or another individual.
No. A full-time sales professional who had the opportunity to qualify for the trip through personal sales production may not attend as the guest of a qualifying sales professional. This helps honor the efforts of those who earned the trip through their own production.
If both an employee and that employee’s spouse or significant other qualify, only one double-occupancy spot will be awarded.
Yes. President’s Club members may be eligible for additional perks during the trip. Qualification details for President’s Club are available in Online Access. During the qualifying period, surprise contests may also be offered to help participants work toward their goals.
Because of the value of the trip, cancellations may be subject to a fee determined by the Executive Management Team.
No. Trip spots cannot be exchanged for cash, traded, substituted, or replaced with any other form of compensation.
Yes. If you qualify for the trip, an IRS Form 1099 or W-2 will be issued as required by law.
In all matters related to the incentive contest (including the interpretation of the rules and qualification standards), the decision of the Executive Management Team is final.
Funeral homes and marketing organizations earn trip spots by meeting the qualification standards established by the Executive Management Team and published at the beginning of the incentive contest.
Current qualification details are shared at the beginning of each incentive contest. See above for the most up-to-date qualification standards, timelines, and trip information.
A funeral home is one or multiple locations of an independent firm operating in close geographical proximity and under the same name. A funeral home group is a company that operates funeral homes in multiple states, under different names, across a wide geographical area.
Qualifying volume includes gross sales volume and reinstatements that are received and processed within the same qualifying period, less lapses, cancellations, and deaths that occur during the standard chargeback period. Flex annuity and add-ons are credited for the premiums received, and volume from all age bands will be accepted for trip credit. Qualifying volume does not include cancellations or rewrites unless they occur within the same qualifying period, trust conversions, trust annuities, whole life insurance, or dollar-for-dollar plans for policyholders who are terminal.
A funeral home or marketing organization may select a key person within the organization to attend, such as an executive or supervisory-level employee. A funeral home owner who is an FDL customer may also be invited to attend.
Yes. The selected attendee may bring one guest on the trip.
Possibly, but only in certain situations. If a transfer or award of a trip spot falls outside the standard attendee guidelines, an official request must be submitted to a member of the Executive Management Team for approval.
No. A trip spot may not be awarded to a full-time sales professional who had the opportunity to qualify for the trip based on personal sales production. This helps honor the efforts of those who earned the trip through their own production.
Because of the value of the trip, cancellations may be subject to a fee determined by the Executive Management Team.
No. Trip spots cannot be exchanged for cash, traded, substituted, or replaced with any other form of compensation.
Yes. If a trip spot is awarded, an IRS Form 1099 or W-2 will be issued as required by law.
In all matters related to the incentive contest (including the interpretation of the rules and qualification standards), the decision of the Executive Management Team is final.