July 13, 2022
This Summer, Expand Your Annuity Distribution
Bonus potential for policies issued within new or existing SIMPLE, SEP, or Payroll Deducted IRAs.
Incentive Dates
July 18 – September 30, 2022
Agent Eligibility
All agents1 actively writing and in good standing with National Life Group, including ESI Registered Representatives. Agencies reserve the right to restrict agent participation.
Policy Eligibility
Policy2 is eligible for incentive bonus when the following requirements are met.
Requirement 1
The annuity application must be associated with one of the following lines of business: SIMPLE, SEP or Payroll Deducted IRA and include salary reduction contributions. FIT Secure Growth or FIT Select Income annuities are most commonly used for this purpose. Why IRAs. Why Now.
Requirement 2
Application must be submitted via eApp. Launch eApp.
Requirement 3
Policy must be signed via eDelivery. Learn how eDelivery new features make it even better.
Requirement 4
Client must complete web registration. Read How to Manage Your Policy Online.
- Bonus awarded only to the agent(s) whose signature and number appear on the application.
- Application eligibility is based on date submitted; split application bonus will be based on agents’ app percentages.
- We reserve the right to exclude business that is deemed incomplete or NIGO due to negative persistency or placement. Premium Increase Program (PIP) is excluded.
