Program Tiers & Benefits
What is the highest tier in the Advantage Program?
Advantage Elite
What is the minimum adjusted FYC required to qualify for each of the tiers?
$35,000, $70,000, $125,000
What is the name of the bi-annual educational conference focused on advanced tax-estate planning?
PPI Signature Forum
Which consulting firm provides Business Growth and Continuity coaching?
Vantage Talent Group
How much annual marketing credit do Advantage Elite advisors receive?
$1250
True or False: The Advantage Program has 2 tiers
False, it has 3 tiers.
New segregated fund deposits contribute what percentage toward adjusted FYC?
1.2%
An Advantage advisor wants to participate in small-group discussions with peers on business topics throughout the year. What virtual event is available?
Virtual Regional Study Groups
How many consulting hours does an Advantage Plus Advisor receive annually?
4 hours
Which tools provide online annuity quotes for advisors?
Cannex Income Annuity Exchange
Which tier grants access to the PPI Signature Forum based on production results?
Advantage Plus
True or False: New deposits for PPI Valet has a 0.25% FYC conversion rate
True
True or False: The President's Cocktail Reception is only available to Advantage Elite Advisors
False (all tiers are invited)
What service helps Advantage Plus and Advantage Elite Advisors prepare for regulatory audits?
Audit Ready Support
True or False: Advisors can use marketing credits for gift cards.
False
Which tier provides one-on-one practice management coaching?
Advantage Elite
True or False: Marketing Credits carry over to the next year if unused
False
Which event is specifically designed to help Advantage Plus and Elite advisors elevate their business?
Emerging Leader Sessions
An Advantage Elite Advisor is looking for personalized business practice management coaching. Who should they contact?
Their PPI Primary Sales Contact to access one-on-one coaching
An Advantage Elite advisor wants to host a client appreciation event and use marketing credits. What percentage of the cost can PPI reimurse?
50% up to the maximum for their tier $1250
Name three types of support that all Advantage Program tiers receive.
Front-of-the-line support, access to business practice management tools and participation in PPI Symposium
An advisor has $7000 FYC from insurance sales, generates $2M in new seg fund deposits, $2M in PPI Valet deposits. What tier do they qualify for?
Advantage
An Advantage Elite advisor wants to bring 1 colleague from their firm to the PPI Signature Forum. What program allows this, and what is the requirement?
Elite Partners program
An Advantage Elite advisors can nominate an Elite Partner based on their firm's production results. 1 Partner = $200,000 - 299,999 FYC
An Advantage Elite advisor wants to maximize their consulting hours. How many hours do they receive, and how does it compare to an Advantage Plus advisor?
Advantage Elite advisors receive 7 hours, while Advantage Plus advisors receive 4 hours. So 3 more hours of consulting access.
An advisor wants to streamline compliance, quoting, and insurance product which combination of tools would be most effective?
Compulife, CANNEX, and Insurance INTEL (this covers multi-life quotes, annuity comparisons, and insurance product research)