SPI Life & Annuity Division
Benefits of Affiliation
Below is a brief overview of some of the benefits provided to Advisors affiliated with Strategic Partners, Inc. (SPI) and conducting their fixed life and annuity business through SPI.
- Annual SPI Advisor Educational Forum
- Annual SPI Top Producers’ Conference - based upon qualification
- Monthly Advisor Educational Webinar Series
- Consolidated New Business Case Status via website
- E-Application submission via website for term business
- Dedicated new Business Case Managers
- Access to Nationally Recognized Professional Business Coaching
- Opportunity to work on case design with Top-Level Industry Producers
- Annual Advisor MDRT Reimbursement of $500. Provided to Advisors qualifying and attending MDRT Annual Meeting. Advisor must pay through SPI fixed life and annuity production equivalent to 60% of the annual MDRT qualification. This also may be paid in addition to reimbursements attained by GDC production.
- Annual Bonus Pool Sharing Arrangement provided to Advisors paying for $100,000 or greater in target life premium production and/or organization leaders with organizations paying for $200,000 or greater in target life premium production. This production must be through SPI Life & Annuity Division.
- Annual Bonus Pool Sharing Arrangement provided to Advisors paying for $1,000,000 of fixed and/or indexed annuity deposits and/or organization leaders with organizations paying for $2,000,000 or greater of fixed and/or indexed annuity deposits. This production must be through SPI Life & Annuity Division.
Please review any supplemental documents for additional information regarding qualification for meetings and/or reimbursements. This information is for Advisor Use Only.