888.849.8096
2012 MARKETING REIMBURSEMENT PROGRAM
CORE OPTIONS
- FINRA-APPROVED NEWSLETTER $250,000 initial paid annuity premium OR $25,000 initial paid target life premium. To continue newsletter 6 times/year producer must be on pace to do 1 million in paid annuity premium OR $100,000 in target life premium in a 12 month period for monthly reimbursement.
We will pay for 100 client newsletters. Producer will work directly with Emerald Publications on creating and implementing their own newsletter. Producer must pay Emerald directly and submit proof of payment to us for reimbursement. If producer is not on pace to hit their premium number RZ Financial Network will discontinue the reimbursement cost. Other marketing expenses will be reimbursed at the discretion of RZ Financial Network. A payment receipt must be submitted to receive payment.
- FINRA-APPROVED WEBSITE $500,000 initial paid annuity premium OR $50,000 initial paid target life premium. Must be on pace to do $1.25 million in paid annuity premium OR $125,000 in target life premium in a 12 month period for monthly reimbursement.
RZ Financial Network will pay the set-up fee and monthly subscription fee based on the qualification criteria. Producer will work directly with Emerald Publications on creating and implementing their own web-site. Producer must pay Emerald directly and submit proof of payment to us for reimbursement. If producer is not on pace to hit their premium number RZ Financial Network will discontinue the reimbursement cost.
- OTHER MARKETING POSSIBILITIES Airline tickets, hotel and other expenses for business meetings and/or events.
ELIGIBILITY
Street level agents contracted directly to RZ Financial Network. Agents appointed at higher than street level or through an affiliate will have different qualification requirements and/or may not be eligible to participate. Agent must be in good standing with RZ Financial and all qualifying carriers in order to receive reimbursement. Agent may receive a 1099 depending on how much reimbursement is awarded.
QUALIFICATION INFORMATION
Qualification Period: January 1, 2012 thru December 31, 2012
Production Requirements: Minimum: $250,000 paid annuity premium** OR $25,000 paid target life premium^
Every $250,000 of paid annuity premium** OR $25,000 paid target life premium^
$250 will be available for marketing reimbursement.
**Qualifying Annuity Premium:
Fixed Index Annuity Premiums Only
from Altisure, AVIVA, Allianz, American
Equity, ING, North American.
^Qualified Target Life Premium:
AVIVA and Allianz
*RZ Financial Network reserves the right to alter or discontinue this marketing reimbursement program at any
time; rule interpretation is at our sole discretion. Call your marketing consultant for rule clarification.