2020 Leaders Conference

Montage Palmetto Bluff
Bluffton, South Carolina

March 15-18, 2020

Relax and indulge at Montage Palmetto Bluff, where Southern hospitality and luxury converge for the ultimate Lowcountry experience!

Nestled along the May River in the Lowcountry of South Carolina, between Hilton Head Island and Savannah, this 20,000-acre community encompasses an extensive nature preserve, walking trails, a vibrant village, marina, restaurants and a Jack Nicklaus Signature Golf Course.

How To Qualify:

Minimum of 3 cases and/or apps*
Total of 650+ points from 2019 business*

GROUP HEALTH/ANCILLARY

  • 1 Group Medical Subscriber = 4 pts.
  • $1k Group Ancillary and/or GAP annual premium = 4 pts.

INDIVIDUAL MEDICAL

  • 1 app = 1 pt.
  • 1 Medicare Supplement app = 5 pts.

WORKSITE

  • $1k Worksite annual premium [TCG enrolled] = 6 pts.
  • $1k Worksite annual premium [advisor enrolled] = 1 pt.
  • $1k Beacon Benefits Solution enrolled premium = 3 pts.

FINANCIAL SERVICES

  • $1k Individual Life annual premium = 10 pts.
  • $1k Individual Life annual premium [TCG assisted sale] = 15 pts.
  • $1k Disability annual premium = 10 pts.
  • $5k of Annuity annual premium = 1 pt.
  • $1.5k Individual Life/LTC annual premium = 1 pt.

* Must be new business & remain in-force for 3 mo. to count toward qualification. One trip per advisor.