Sales Community Perks Program

PERKS PROGRAM

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
PERKS PROGRAM

Business • Brand Building Program

10 enrollments required
  • 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
PERKS PROGRAM

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
PERKS PROGRAM

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)

Which level are you interested in?

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