SPI Life & Annuity Division

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.