From new ways to qualify for Elite Symposium, to the Illuminations Business Development Credit, even the new Rep Referral Bonuses, the opportunities keep growing at ESI!
See all ESI’s incentives and practice management opportunities with our flyer, click here.
More Ways to Get to EES in 2025:
- Qualify with $450,000 in GDC or $4,500,000 GDC for agencies, or
- New! Growth – Top 5 Registered Reps based on year or over year growth in total production. Minimum production of $150,000 required in qualification year.
- New! Advisory Sales – Top 5 Financial Advisors based on total advisory sales. Minimum $5,000,000 in sales required.
- New! Recruiting – Top 2 Managing Directors based on recruits to ESI, minimum of 3.
ESI Illuminations Business Development Credit
Is fee-based advisory business a big part of your practice? The ESI Illuminations Business Development Credit Program provides additional compensation to Advisors with $5 Million or more in an average monthly balance of AUM on the ESI Illuminations Platform.
The ESI Illuminations Business Development Credit Program is based on the average monthly balance for the previous year and will be calculated as follows:
Rep Referral Bonus – Your referrals are appreciated!
If you refer another Rep to ESI who affiliates with us, we’ll pay a referral bonus for any new rep with at least $50,000 of trailing 12-month GDC!
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