profit sharing

We don’t forget those who are critical to our success.

We believe that our victories are also yours, and to that end, we reward our producers with a healthy share of our profits every year.


quick facts
  • Since the program began in 2005, we have paid out more than $14.2 million as our way of thanking our producers
  • You continue to get paid on past performance
When you build the fastest growing, most successful marketing organization in the industry, you don’t forget those who are critical to your success. At Advisors Excel, we believe that our victories are also yours, and to that end, we reward our producers with a healthy share of our profits every year.

From day one, we’ve given 15 percent of our profits back to you, our partners.

The bottom line … we put our money where our mouth is, and since the program began in 2005, we have paid out more than $14.2 million as our way of thanking our producers for their loyalty and hard work!

You earn Profit Sharing Units (PSU) based on the paid production you do through Advisors Excel with our qualifying companies in a calendar year. At the end of each year, the profits of Advisors Excel will be calculated and 15 percent of those profits will be placed in the Excel Profit Sharing Pool. Once the pool is established, you will receive your share based on the number of PSUs you have accumulated.

The truly unique part of this program is the fact that you continue to get paid on past performance. The PSUs you receive today will continue to earn money for you years from now. We allow our producers to accumulate an unlimited number of PSUs.

Disclaimer: Click to read.

Allianz Preferred, Annexus, Aviva LSA and SBG Lighthouse premium will not qualify for Profit Sharing. At least $3 million in annual annuity premium required to qualify. Advisors Excel reserves the right to amend the terms of this program or discontinue this program at any time without prior notice. You acquire no property right to any accrued PSUs and Advisors Excel shall not be liable to you for any unused PSUs in the event the program is discontinued. Please contact your marketer for full details.

profit sharing
The bottom line… we put our money where our mouth is



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