If you didn’t for qualify in 2022 for this year’s ESI Elite Symposium conference, make qualifying in 2023 one of your goals.
Need some inspiration?
The ESI Elite Symposium is a chance to:
- Network with other top producers and hear from world class speakers
- Hear best practices for prospecting and practice management
- Pick up new sales and marketing ideas
And though we haven’t announced the location in 2024 yet, with locations like the Biltmore Estate in Ashville, NC, the Viking Resort in Newport, RI, and the Ritz Carlton Bacara in Santa Barbara, the only question is, “Are you on track to qualify?”.
How to Qualify in 2023
Rep Qualifications: $425,000* in GDC
Agency Qualifications: $4,250,000* in GDC
Qualification Period: 1/1/23-12/31/23
Team Qualifications
Note that these qualifications pertain to Teams recognized by ESI (splitting at least 25% of their business)
If any of the above qualifications are not met, an additional invite will not be given. For examples, please see the NL Agent Portal.
*Credits may be adjusted if needed to comply with the Massachusetts Fiduciary Rule.
All Fixed Indexed Annuity Sales are excluded from this amount.
TC132443(0323)1