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Advisor's Advantage
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Our commitment to building long-term relationships doesn’t end with the Fast Start courtship. The FIG difference is that the agent is never taken for granted. Now that you’ve experienced the FIG Fast Start, Advisors Advantage takes that support to the next level showing you why FIG Advisors have the advantage of a true ongoing supportive partnership. The perks of Advisors Advantage are grand. Become a member of the Producer’s, President’s and/or Chairmen’s Club and see how a marketing organization serious about mutually beneficial relationships rewards its producers.
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Advisors Advantage Program Details:
By simply enrolling in Advisor's Advantage, you gain access to the Income Planning biweekly
e-newsletter, and the Income Planning software.
(100,000 CPCs - $1 million in annuity or $100K in life and/or ltc – or any combination of annuity, life, and/or ltc premium)
1. Eligible to participate in The FIG Mentor Program Details
“Navigate through the obstacles of retirement with this comprehensive financial planning software”
Distinguish yourself from the traditional agent or broker and become a “trusted advisor” with our RETIREMENT NAVIGATOR software. FIG prepares our producers to help the 80 million Boomers approaching retirement by positioning annuities, Life and Long term care insurance as the answer to their concerns in this complete system. FIG producers are experiencing increased commissions as a direct result of using our comprehensive system. This proprietary software is accompanied by training that will help you identify the problems surrounding retirement and find solutions for your clients. RETIREMENT NAVIGATOR is sure to increase your closing rate as you help your clients overcome every potentially bad scenario with a clear plan that ensures smooth sailing and worry free retirement years.
Learn more about this program >
2. Producer's Paycheck – Producers Club level (1.5%)* Details
3. Advisor Website Details
A strong internet presence is essential for advisors wanting to stay relevant to the increasing number of web-savvy Boomers and retirees. FIG gives you a jumpstart with a professional personalized agent website. It’s like an online brochure promoting you and your services, one of the first steps in building a solid brand and image for your business. The advisor website benefit is for one website through the lifetime of the agent's enrollment in the Advisor's Advantage program. **FIG will cover the start up costs for advisor websites up to $500. The agent will be responsible for additional maintenance fees. Click here to view our templates!
4. FIG Golf Invitational Details
5. FIG “Power of 4 Marketing Plan” Details
The FIG “Power of 4 Marketing Plan” is a personalized marketing strategy designed with your specific business needs and goals in mind to get your practice to the next level. You get a one-on-one consultation with our Marketing Programs Specialist who will work with you to customize a marketing plan. The FIG “Power of 4 Marketing Plan” focuses on two aggressive and two secondary programs outlined and ready for you and your staff to execute.
6. Annual membership to the National Association of Fixed Annuities Details
7. "You" The Brand Package
NAFA was created to provide training, education and foster better understanding of fixed annuities. It is the only independent, non-profit organization dedicated exclusively to the education and promotion of these unique insurance products http://www.nafa.us/
(200,000 CPCs - $2 million in annuity or $200K in life and/or ltc – or any combination of annuity, life, and/or ltc premium) includes all of Producer’s Club benefits and:
1. Eligible to participate in The FIG Mentor Program Details
“Navigate through the obstacles of retirement with this comprehensive financial planning software”
Distinguish yourself from the traditional agent or broker and become a “trusted advisor” with our RETIREMENT NAVIGATOR software. FIG prepares our producers to help the 80 million Boomers approaching retirement by positioning annuities, Life and Long term care insurance as the answer to their concerns in this complete system. FIG producers are experiencing increased commissions as a direct result of using our comprehensive system. This proprietary software is accompanied by training that will help you identify the problems surrounding retirement and find solutions for your clients. RETIREMENT NAVIGATOR is sure to increase your closing rate as you help your clients overcome every potentially bad scenario with a clear plan that ensures smooth sailing and worry free retirement years.
Learn more about this program >
2. Producer Paycheck – President’s Club level (2.0%)* Details
3. Advisor Website Details
A strong internet presence is essential for advisors wanting to stay relevant to the increasing number of web-savvy Boomers and retirees. FIG gives you a jumpstart with a professional personalized agent website. It’s like an online brochure promoting you and your services, one of the first steps in building a solid brand and image for your business. The advisor website benefit is for one website through the lifetime of the agent's enrollment in the Advisor's Advantage program. **FIG will cover the start up costs for advisor websites up to $500. The agent will be responsible for additional maintenance fees. Click here to view our templates!
4. FIG Golf Invitational Details
5. Annual membership to the National Association of Fixed Annuities Details
he NEB is a membership organization that promotes consumer confidence through advocating professional ethics and consumer protection in financial services. http://www.nafa.us/
6. One year membership National Ethics Bureau Details
The NEB is a membership organization that promotes consumer confidence through advocating professional ethics and consumer protection in financial services. http://www.ethicscheck.com/
7. FIG “Power of 4 Marketing Plan” consultation & plan design Details
A personalized marketing plan designed with your specific business needs and goals in mind to get your practice to the next level. You get a complimentary consultation with our Marketing Programs Specialist who will work one on one with you to customize a Power of 4 Marketing plan that focuses on two aggressive and two secondary programs outlined and ready for you and your staff to execute.
8. FIG Incentive Trip - Touch the Sky! Banff, Canada Details
Eligibility requirements lowered to 1.7 million in production for President’s Club members; regular required production is 2 million.
9. Compliance Edge Details
Stay on the right side of compliance with our comprehensive Compliance Guide including useful tips and sample forms and policies.
10. FIG Home Office visit Details
See for yourself and experience every aspect of what makes up the FIG Difference with an all-expense paid trip to the FIG home office.
(400,000 CPCs - $4 million in annuity or $400K in life and/or ltc – or any combination of annuity, life, and/or ltc premium) includes all of Producer’s Club and President’s Club benefits and:
1. Eligible to participate in The FIG Mentor Program Details
“Navigate through the obstacles of retirement with this comprehensive financial planning software”
Distinguish yourself from the traditional agent or broker and become a “trusted advisor” with our RETIREMENT NAVIGATOR software. FIG prepares our producers to help the 80 million Boomers approaching retirement by positioning annuities, Life and Long term care insurance as the answer to their concerns in this complete system. FIG producers are experiencing increased commissions as a direct result of using our comprehensive system. This proprietary software is accompanied by training that will help you identify the problems surrounding retirement and find solutions for your clients. RETIREMENT NAVIGATOR is sure to increase your closing rate as you help your clients overcome every potentially bad scenario with a clear plan that ensures smooth sailing and worry free retirement years.
Learn more about this program >
2. Producer Paycheck – Chairman’s Club level (2.5%)* Details
3. Advisor Website Details
A strong internet presence is essential for advisors wanting to stay relevant to the increasing number of web-savvy Boomers and retirees. FIG gives you a jumpstart with a professional personalized agent website. It’s like an online brochure promoting you and your services, one of the first steps in building a solid brand and image for your business. The advisor website benefit is for one website through the lifetime of the agent's enrollment in the Advisor's Advantage program. **FIG will cover the start up costs for advisor websites up to $500. The agent will be responsible for additional maintenance fees. Click here to view our templates!
4. FIG Golf Invitational Details
5. Annual membership to the National Association of Fixed Annuities Details
NAFA was created to provide training, education and foster better understanding of fixed annuities. It is the only independent, non-profit organization dedicated exclusively to the education and promotion of these unique insurance products http://www.nafa.us/
6. Annual membership to the National Ethics Bureau Details
The NEB is a membership organization that promotes consumer confidence through advocating professional ethics and consumer protection in financial services. http://www.ethicscheck.com/
7. FIG “Power of 4 Marketing Plan” Details
The FIG “Power of 4 Marketing Plan” is a personalized marketing strategy designed with your specific business needs and goals in mind to get your practice to the next level. You get a one-on-one consultation with our Marketing Programs Specialist who will work with you to customize a marketing plan. The FIG “Power of 4 Marketing Plan” focuses on two aggressive and two secondary programs outlined and ready for you and your staff to execute.
8. FIG Incentive Trip Details
Eligibility requirements lowered to 1.7 million in production for President’s Club members; regular required production is 2 million.
9. Compliance Edge Details
Stay on the right side of compliance with our comprehensive review of your marketing correspondence and materials.
10. FIG Home Office visit Details
See for yourself and experience every aspect of what makes up the FIG Difference with an all-expense paid trip to the FIG home office.
11. FIG Symposium Package Details
Includes lodging & registration (writing agent only)
12. Access to a network of CPA & Estate Planning Professionals Details
Advanced sales support for the producer through a network of experienced attorneys and professionals, offering tax advice and technical help with your big cases.
Program Eligibility Guidelines:
Advisor’s Advantage is an annual benefit program provided to FIG producers rewarding multiple levels of production. Existing agents are grandfathered in their respective levels based on 2008 production levels. To participate in the Advisor’s Advantage Program, the agent must be actively contracted with FIG. The enrollment form must be returned to participate in the program. Production tracking begins on the date the enrollment form is returned. Eligibility for the benefits at each level (Producer’s, President’s and Chairman’s Club) is based on the agent having met the specified paid premium amounts for each club level. Reimbursements and rewards will be distributed to the agent only after the production amount is paid. This program is for the writing agent at TOP GA contracts only. **Agents participating in the Mentor Program are not eligible for FIG value added incentive marketing programs or reimbursements. All monetary benefits and services of the Fast Start / Advisor’s Advantage programs are subject to taxes. You will receive a 1099 form at the end of the calendar year from FIG. This program excludes any business with Annexus Group.
* Based on CPCs earned during current year.
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