EXCELLENCE SUMMIT 2027
SET THE PACE. REACH THE SUMMIT!
To qualify, a minimum of $5M in eligible paid production is required between January 1 and December 31, 2026. The top 20 producers will be eligible to participate. Eligible production includes fixed annuity, fixed indexed annuity, and life paid during the qualification period. Pending or canceled business does not count toward qualification.
Trip credit is not available for production related to multi-year guaranteed annuities (MYGAs), single-premium immediate annuities (SPIAs), long-term care insurance (LTCi), or business written in the state of New York.
To receive the award, agents must be in good standing with Vertical VisionTM Financial Marketing (V2) at the time of the award. This includes, but is not limited to, having no outstanding debt and no Letter of Intent to Transfer. One trip package will be awarded per qualifying agent and may include one adult guest. Trip qualification is non-transferable, has no cash value, and may be reported via IRS Form 1099 as taxable income. The contracted financial professional must attend the trip to receive the reward.
Participation by Registered Representatives is subject to broker-dealer approval, where applicable. Vertical VisionTM Financial Marketing reserves the right to modify or cancel this program without notice due to regulatory or business changes.
CVV260321-0528 For financial professional use only – not for use with the general public.