2022 Leaders Conference

Montage Palmetto Bluff
Bluffton, South Carolina

Check With Your Local Rep For The Dates

In a land of rich beauty and unspoiled nature and steeped in South Carolina charm, you will find Palmetto Bluff. Here, time slows down, providing the ideal setting to relax and revitalize.

Nestled along the scenic May River in South Carolina’s Lowcountry, Montage Palmetto Bluff is set within a vibrant 20,000-acre community between Hilton Head Island and Savannah. Providing guests access to all that Palmetto Bluff has to offer, the resort encompasses an extensive nature preserve, two picturesque villages featuring eight Southern-inspired dining options, a riverfront marina and a Jack Nicklaus Signature Golf Course.

How To Qualify:

Minimum of 3 cases and/or apps*
Total of 650+ points from 2021 business*

GROUP HEALTH/ANCILLARY

  • 1 Group Medical Subscriber = 4 pts.
  • $1k Group Ancillary and/or GAP annual premium = 4 pts.
  • $1k Worksite annual premium (TCG enrolled) = 6 pts.
  • $1k Worksite annual premium (advisor enrolled) = 1 pt.
  • $1k beacon Benefits Solution enrolled premium = 3 pts.
  • If qualifying from group production: 3 lines of business must be sold in order to qualify (Health, Worksite and Ancillary**)
    • **not applicable in VA and AL
    • **not applicable if your points are greater than 850

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 = 12 pts.
  • $5k of Annuity annual premium = 1 pt.
  • $1.5k Individual Life/LTC annual premium = 1 pt.
  • If qualifying from the financial services side: 2 lines of business must be sold in order to qualify (i.e. individual life, DI, traditional LTC/ Asset-based LTC)

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