Baltimore Life – 2017 Trip

Baltimore Life is pleased to announce how you can qualify for our 2017 Conference at the most exclusive hotel in Baja, Grand Fiesta Americana Los Cabos Golf & Spa. For four nights and five days, you will enjoy amazing beaches and rock formations, cultural and recreational activities, exquisite cuisine, a world-class spa, and no business meetings!
Qualification Period
The qualification period is for business written between January 1, 2016 and December 31, 2016, and issued and paid for no later than January 22, 2017.
Producer Premium/Qualifications
Meet the following requirements and you and a guest will enjoy round-trip coach airfare, resort accommodations, and all planned company functions! $60,000 of net conference credits during the qualification period. Values are assigned and applicable limitations are listed for each product below.
Annualized premium will be credited only to the primary writing agent and counted by product line as follows:

  • Continuous Pay Products: 100% credit for life pay and limited payment periods
  • Single Premium Whole Life and Generation Legacy®: 10% of paid premium
  • Annuity Products: 5% of annual premium

Eligible Participants
Each qualifier must be contracted and licensed with The Baltimore Life Insurance Company on the date of departure, in good financial standing, and within pricing persistency in the Company. For example, final expense first year persistency is 73%; second year is 63.5%. Baltimore Life makes the final decision on who may qualify.
Ineligible Cases
Cases that are declined, withdrawn, not taken, surrendered, or lapsed during the qualification period and within two months after the qualification period will not be counted toward qualification.
Family business: applications written on the life of the producer or other members of the immediate family (spouse, mother, father sister, brother, children, and their spouses) will qualify only if paid on an annual mode, and not to exceed 10% of the qualification requirements.
Travel Arrangements
Baltimore Life will make all necessary travel arrangements, including travel arrangements to and from the gateway city nearest your home. Any layovers at the departure point – either going or returning – are at the qualifier’s expense.
Credit Transfers
The qualifier must attend the conference in order to receive any benefits. No cash or other form of remuneration will be paid in lieu of attendance. Only a qualifier and one adult guest may attend.

The value of the trip will be reported as income on Form 1099 as required by the Internal Revenue Service.

Click on the following link to download the PDF: Baltimore Life Trip 2017

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