Sales Community Perks Program
LEVEL 1
Advisor Perks Club
- AHIP Reimbursement: $125
- AHIP Training & Certification Assistance
- Contract Transfer Bonus – $50
- Agent Referral Bonus – $50
- Lead Co-op Program
- $100 lead credit every 5 apps or enrollments
- INCLUDES:
- Medicare Supplement
- Medicare Advantage
- Limited Medical
- Life
LEVEL 2
Business • Brand Building Program
10 Enrollments to Qualify
- AHIP Reimbursement: $125 • AHIP Training Certification Academy
- Contract Transfer Bonus – $50 • Agent Referral Bonus – $50
- $500 Business Building Account
- $250 Added for every 10 Enrollments or Apps – Medicare Supplement or Medicare Advantage
- Lead Orders
- Marketing Expenses Eligible
- Advertising • Website
- Event Costs • Mailers
- Business Overhead
- E&O Coverage • Office Equipment
- Email/Web Hosting
- Postage • Travel Expense
- Office Supplies
- Lot Credits & much more
LEVEL 3
Elite Advisor Member
- AHIP Reimbursement: $125
- AHIP Training Certification
Academy (Exclusive Carrier Certification Events) - Free Monthly Leads – 1,000 piece lead drop or the equivalent through other lead sources
- Special Carrier Leads during AEP
- Additional Carrier Supported and
sponsored leads will be offered
- Agent Round Table Event – Live or Virtual
- Spring/Fall
- Cocktail Reception (when live)
- Advanced Sales Training
- IAD Golf Outing / IAD Branded Sales
Gift Package - Lead & Trainer Support – National Lead Trainer
- Access to Lead Training University
LEVEL 4
IAD Presidents Club
100+ Enrollments/Apps to be Nominated
- $5,000 Annual Marketing – Lead – Business Expense Account (must maintain sales level to utilize)
- See Level 2 Marketing & Business Expenses
- AHIP Reimbursement: $125
- Special IAD & Carrier Event Invitations
- IAD Roundtable – Weekend Getaway
- Additional Sales & Carrier training
- Team Building Excursions
- IAD Golf Shirt – Presidents Club Branded
- IAD Sales Pack
- Executive Portfolio, Pen, & Travel Mug
- Presidents Club Seal for Marketing pieces, Business Card, Website, etc.
- 1 on 1 Business & Sales Coaching by industry &
IAD experts - Annual 1 on 1 Sales Strategy session
- Quarterly Review
- Custom Website + Hosting (Medicare & Other products) (If chosen, hosting paid out of expense account)
