Last week’s ESI Leadership call provided updates, announcements and reminders of new resources that can help save you time and build your business. Click here for a recap.
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Incentives
Are you on track to qualify for the ESI Elite Symposium?
ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class speakers and meet with ESI’s Strategic & Technology Partners.
If you have never attended the Symposium, it’s always a memorable event. Our last conference in 2019 brought qualifiers to the mountains of Ashville, NC and the historic beauty of the Inn on Biltmore Estate. In 2021, we’ll meet in vibrant New Orleans at The Ritz-Carlton.
While the location for our 2022 Symposium is still being determined, you can count on the usual high standards of speakers and events that the Symposium has traditionally brought to qualifiers. To attend the 2022 Symposium, qualifications are as follows:
Rep Qualifications: $400,000* of GDC in 2021
Agency Qualifications: $4,000,000* of GDC in 2021
Qualification Period: 01/01/2021 – 12/31/2021
A special congratulations to our two qualifiers! Steve Simon of Beverly Hills and Jarred Muraco of Long Island have gotten off to a fast start this year and have already qualified for 2022!
* Credits may be adjusted if needed to comply with the Massachusetts Fiduciary Rule.
*All Fixed Indexed Annuity Sales are excluded from this amount.
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ESI Brokerage Accounts – eDelivery Initiative and Raffle
As communicated earlier this week in Operations Field Notice 2020-30, ESI is embarking on an initiative to collect email addresses and increase e-delivery adoption, helping your clients avoid the NFS Paper Statement charge scheduled for 2021.
To increase adoption of e-delivery, ESI is sponsoring a raffle for both registered representatives (“RRs”) and non-registered fingerprinted persons (“NRFs”)! Click here for raffle parameters and prize information.
To assist you and your staff in participating in this initiative, ESI will automatically deliver a Wealthscape report through the automated alerts system this Friday, and on the 1st of each month through the duration of the entry period. The “Email Address of Record” report will display your current Brokerage Book of Business and itemize all accounts, their current email address information, and their eDelivery election status. If logged into Wealthscape, you can simply click on the hyperlink within the secure email to launch your report.
For any questions on this report or the ongoing eDelivery initiative, please contact our service desk at 1-800-344-7437.
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ESI Elite Symposium Rescheduled
ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class speakers and meet with ESI’s Strategic & Technology Partners.
In 2020, the Symposium was scheduled to meet in New Orleans, but the COVID crisis made meeting in 2020 impossible. We’re pleased to announce that the conference has now been rescheduled for the same venue from March 7-11, 2021.
If you have never attended the Symposium, it’s always a memorable event. Our last conference in 2019 brought qualifiers to the mountains of Ashville, NC and the historic beauty of the Inn on Biltmore Estate. In 2021, we’ll meet in vibrant New Orleans at The Ritz-Carlton. Located within a historic beaux arts building in New Orleans’ French Quarter, this four-star hotel offers access to the city’s historic architecture and iconic sights.
Qualifications*
For those of you who qualified for the ESI Elite Symposium in 2020, congratulations! You have automatically qualified for the 2021 event.
If you did not qualify for 2020, you still have time!
To qualify for the 2021 conference:
Rep Qualifications: $375,000** of GDC in 2020Agency Qualifications: $3,750,000** of GDC in 2020
Qualification Period: 1/1/20-12/31/20
*Credits may be adjusted if needed to comply with the Massachusetts Fiduciary Rule.
**All Fixed Indexed Annuity Sales are excluded from this amount.
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ESI Elite Symposium Rescheduled
ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class speakers and meet with ESI’s Strategic & Technology Partners.
In 2020, the Symposium was scheduled to meet in New Orleans, but the COVID crisis made meeting in 2020 impossible. We’re pleased to announce that the conference has now been rescheduled for the same venue from March 7-11, 2021.
If you have never attended the Symposium, it’s always a memorable event. Our last conference in 2019 brought qualifiers to the mountains of Ashville, NC and the historic beauty of the Inn on Biltmore Estate. In 2021, we’ll meet in vibrant New Orleans at The Ritz-Carlton. Located within a historic beaux arts building in New Orleans’ French Quarter, this four-star hotel offers access to the city’s historic architecture and iconic sights.
Qualifications*
For those of you who qualified for the ESI Elite Symposium in 2020, congratulations! You have automatically qualified for the 2021 event.
If you did not qualify for 2020, you still have time!
To qualify for the 2021 conference:
Rep Qualifications: $375,000** of GDC in 2020
Agency Qualifications: $3,750,000** of GDC in 2020
Qualification Period: 1/1/20-12/31/20
*Credits may be adjusted if needed to comply with the Massachusetts Fiduciary Rule.
**All Fixed Indexed Annuity Sales are excluded from this amount.
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Congratulations to ESI’s Award Winners!
ESI’s top producers for 2019 were honored during National Life’s first ever virtual ceremony last week.
Presented by ESI CEO and President, Lance Reihl, the awards honored ESI’s top 3 individual producers and top 3 agencies, based on 2019 GDC.
Individual Producer Awards
Platinum Individual Producer
Steve Simon, Beverly Hills
$1.1+ million in GDC
In the 25 years that ESI’s Platinum Award Winner has been with ESI, he has been the #1 producer an amazing 9 times. Steve Simon has qualified for Chairman’s Club 13 times, President’s Club 20 times, finished in the top 25 in life production 3 times, and been a consistent member of ESI’s Circle of Excellence.
Gold Individual Producer
Dan Streeter, N. New England
$791,000+ in GDC
Dan Streeter joined ESI in 2006. A lifetime member of President’s Club and multi-year ESI Circle of Excellence member, Dan joins ESI’s top three with an impressive average increase of 50% over the past couple of years.
Silver Individual Producer Rich Kelly, Pacific Northwest
$750,000+ in GDC
Rich Kelly has been with ESI since 1990. A multi-year member of ESI’s Circle of Excellence, Rich has qualified for Chairman’s Club three times and is a Lifetime Member of President’s Club.
Agency Awards
Platinum Agency Award
Victor Muro and
Jim Ortenzio
New York/New Jersey
$8.5+ million in GDC
ESI’s top agency award winners were honored for several awards. Victor Muro and Jim Ortenzio were honored with not just ESI’s Platinum Agency Award, but also with National Life’s President’s Award and Chairman’s Award. In addition, they were voted by their peers as National Life’s Pride Agency.
Gold Agency Award
Randy Raner, N. New England
$7.9+ million in GDC
ESI’s Gold Agency award winner has been a general agent with National Life since 2002. Randy Raner has been a consistent presence in ESI’s Top 3 agencies, and has received multiple National Life awards.
Silver Agency Award
Jay Goodman, Long Island
$4.9+ million in GDC
Jay Goodman joins the ESI Top 3 for the first time in 2019 as our Silver Agency Award winner. This year he also took home National Life’s Gold Chairman’s Trophy and Gold President’s Winner.
Congratulations and thank you to all our winners!
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