marketing reimbursement

Direct mail. Print advertising. Seminars. Client appreciation events. Whatever marketing effort you choose, it comes at a cost. At Advisors Excel, we believe that a true business partner should partner in the cost of doing business. We understand that your marketing efforts drive your production, and therefore, we invest heavily in those activities through our Marketing Reimbursement program.

How It Works
For every $100,000 of paid annuity premium through Advisors Excel, we will credit you with $150 toward your marketing expenses. But that’s just to get you started! We’ve also tacked on breakpoints that allow you to earn additional bonuses to your marketing account as you write more business:

Bonus Breakpoints

When you hit:	You will receive:	Total Reimbursement:
$1,000,000 in premium	$1,000 in marketing dollars	$2,500
$2,000,000 in premium	$2,000 in marketing dollars	$6,000
$3,000,000 in premium	$3,000 in marketing dollars	$10,500
$4,000,000 in premium	$4,000 in marketing dollars	$16,600
$5,000,000 in premium	$5,000 in marketing dollars	$22,500
$10,000,000 in premium	$5,000 in marketing dollars	$55,000

Since beginning this incentive, we’ve written over $8,445,319 in checks to our advisors to help offset their marketing expenses, and many of those advisors have leveraged this program to double – even triple – their marketing efforts. What could your next year look like with that kind of increased marketing presence? Start taking advantage of this powerful incentive now!

Marketing reimbursement offered for annuity production only – life insurance production is excluded.
Annexus, Forethought, Security Benefit, SPIA’s and Guaranteed Rate Annuity premium does not qualify for Marketing Reimbursement.

Profit Sharing

Marketing Reimbursement