BULA!

Join Allegis Advisor Group as we journey to Fiji!
The adventure capital of the Pacific offers soft coral reefs, white sand beaches and pristine rain forests.

PINNACLE RETREAT

Nov 10-19, 2022
Qualification: 300k Allegis/TownSquare Points

Nanuku Auberge Resort
This Fijian-style, all villa beachfront resort is built on a 550-acre estate, with its own 2 km beach and exclusive private island.
Learn more about the resort here

SUMMIT CONFERENCE

Nov 13-19, 2022
Qualification: 195k Allegis/TownSquare Points

Marriott Momi Bay Resort
This 5-star resort offers stunning views of the ocean or lagoon from every room, along with luxurious spas and fine dining. 
Learn more about the resort here

Rules

Business through Allegis Advisor Group (Fixed Business)

Required for qualification: Minimum average target premium of $1,000 (excludes annuities and excess premium), five placed cases, 195,000 Allegis points for Summit conference, and 300,000 Allegis points for Summit and Pinnacle Conferences (see Earned Point Calculation Methods).

Qualification Period: January 1–December 31, 2021. Only applications paid and placed through Allegis between these dates qualify. 

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.

Award and points are non-transferable and combined agency production of the pooling of sub-agent production does not qualify. 

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.

Void where prohibited by federal or state law or regulation.

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.

Business through TownSquare Capital (AUM)

Required for qualification: 195,000 TownSquare points for Summit conference, and 300,000 TownSquare points for Summit and Pinnacle Conferences (see Earned Point Calculation Methods). 

Qualification Period: Q2 2021 through end of Q1 2022. 

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 TSC. 

Cash or non-cash incentives of any type (e.g. trips, sales awards, or gifts) should never affect the determination of a suitable product to present as possible options to a consumer seeking appropriate product alternatives. A complete unbiased 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. 

Award and points are non-transferable and combined group production of the pooling of sub-advisor production does not qualify. 

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. 

Void where prohibited by federal or state law or regulation. 

Invitation to this event is at the sole discretion of TSC. TSC has the exclusive right to modify and interpret the rules of this contest, or to terminate the contest at any time, without prior notice. 

Advisor must be in good standing with TSC and all regulatory authorities. 

Advisor may only qualify once. 

Not redeemable for cash or other remuneration. 

Earned Point Calculation Methods

Business through Allegis Advisor Group (Fixed Business)

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

Long Term Care and Linked-Benefit Insurance

  • 1 point for each $2 of paid target premium

  • 1 point for each $20 of paid single-pay Linked-Benefit premium (including State Life, Lincoln Life’s MoneyGuard, and Nationwide).

Disability insurance

  • 1 point for each $2 of paid target premium

Business through TownSquare Capital (AUM)

  • 1 point for every $3.50 of fee revenue

  • 50,000 point bonus for the first $5mm in net new AUM during qualification period

  • Additional 50,000 point bonus for the first $10mm in net new AUM during qualification period