incentive trip

Explore the beauty of Alaska with AE!

We’re headed to the great wide open!”

Qualification period: Jan. 1 – Dec. 31, 2015
Trip dates: July 31 – Aug. 6, 2016

In 2016, we’re providing a breathtaking forum to network and learn from other top AE producers aboard a 10-deck Holland America cruise ship reserved exclusively for Advisors Excel. In addition to providing training and additional resources to better serve your clients, this event will also take to sea to bring you the majestic wildlife and awe-inspiring scenery of Alaska.

This is sure to be a remarkable voyage, so contact your VP of Marketing for more details on how you can join us in discovering Alaska!

Qualification details:
Each producer will be characterized as either a single producer or a multi-producer office, and all producers will have enhanced qualification opportunities!

1. Single Producer

$3 million in annuity premium or $300,000 in target life premium (or an equivalent combination of both product lines)

Single Producer Bonus

As a bonus for hitting $10 million in annuity premium, you will have the choice of bringing a key support staff member (and spouse) on the trip OR we will cover the cost of up to two children under the age of 21.

2. Multi-Producer Office

Each in-office producer can qualify based on individual production of the following: 

$3 million in annuity premium or $300,000 in target life premium (or an equivalent combination of both product lines)

Please note: Multi-producer offices cannot qualify for the single producer bonus.

* New York production is not included. Registered representative participation subject to broker-dealer approval. Some products may be excluded. Certain products and carriers may not qualify, and certain restrictions may apply. Please contact your marketer for full details. Qualification subject to full partnership with Advisors Excel.

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incentive trip
Join AE on this unforgettable cruise to Alaska!



For financial professional use only – not intended for use by the general public.