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Introducing EverVest’s Producer Perks Program! Contact Us Today to learn more and get started.
$100,000 Level
When you write $100,000 in premium you are eligible to receive 1 of the 4 perk options below
Reward Description
How do you help your clients select the crediting options in their Fixed Indexed Annuities?
It’s time you had a tool to help you solve the FIA allocation mystery! The reports you can prepare in this program could help you give your clients a more reliable strategy for allocating their premiums.
With Indexalyzer, available through Producer Perks, you’ll have access to reports that could help you:
- Guide your clients through crediting option decisions with more confidence
- Protect your agency
- Make annual reviews that much easier
- Compare carrier to carrier and outdated products to new ones
Don’t miss out on your Perks! Email Info@producerperks.com to start receiving your perks!
Reward Description
Insurance Program exclusively for EverVest L&H Agents
Program Highlights:
♦ Coverage includes fixed life, accident and health, LTC, Medicare Advantage and Medicare Supplemental products, disability, and managed care organization contracts (provided that such contracts do not require a securities license), and fixed and indexed annuities
♦ Additional coverage options available for mutual funds and variable products
♦ Annual renewable claims-made policy
♦ Provides coverage for your administrative, clerical and support personnel while they are acting on your behalf
♦ Provides coverage for any affiliated corporation, partnership, or agency for their liability arising out of the individual insured’s professional services
♦ Prior acts coverage back to first date of continuous E&O coverage
♦ Underwritten by BCS Insurance Company, an “A” rated admitted insurance carrier
Claim Deductibles/Retentions:
♦ $0 for life, accident, health and disability insurance products
♦ $5,000 for annuities, variable products and mutual funds
Liability Limit Options:
♦ $1M per claim / $2M annual aggregate
Don’t miss out on your Perks! Email Info@producerperks.com to start receiving your perks!
Reward Description
Don’t miss out on your Perks! Email Info@producerperks.com to start receiving your perks!
Reward Description
You’ll receive 20 warm annuity leads that is made up of seniors that have requested information on ways how annuities can help retirees cut their taxes.
$250,000 Level
When you write $250,000 in premium you are eligible to receive 1 of the 4 perk options below
Reward Description
Optimize and Grow Your Insurance Business with Smart Agent.
Smart Agent is a CRM suite of tools built for insurance agents and firms. Their system allows you to easily access customer information, including policy data, Medicare details, and contact information. Agents may also use the CRM solution to enroll clients, compare plans, and generate policy quotes and proposals for customers. Add to that a digital document signing process in the dashboard, eliminating the need to meet with clients to get signatures.
EverVest will cover the cost for 1 year!
Email Info@producerperks.com to start receiving your perks!
Don’t miss out on your Perks! Email Info@producerperks.com to start receiving your perks!
Reward Description
Envestnet’s Money Guide Pro is ground-breaking Financial Planning Software that creates thorough personalized plans for your clients. This software is a game changer for Independent Financial Advisors.
EverVest will cover the cost for 1 year!
Email Info@producerperks.com to start receiving your perks!
Reward Description
When we asked our agents – “What are you looking for in an incentive program?” – The overwhelming #1 response was $$$. This $1,500 Visa Card is easy to use, accepted nearly everywhere, and our agents can use it to buy whatever they want with the $1,500.
Email Info@producerperks.com to start receiving your perks!
Reward Description
Choose from 1 of 3 laptop options: MacBook Pro, MacBook Air, or a Microsoft Surface Pro. Please contact an EverVest rep for model options available, and more details.
Email Info@producerperks.com to start receiving your perks!
$350,000 Level
When you write $350,000 in premium you are eligible to receive 1 of the 4 perk options below
Reward Description
Email Info@producerperks.com to start receiving your perks!
Reward Description
Play where the pros play with a Golf Vacation for 2 at TPC Sawgrass in Ponte Vedra Beach, FL. Home of the infamous 17th hole island green Par 3! Vacation includes a 2 night stay at Sawgrass Marriot Golf Resort. One Round on The Players Stadium Course and one round on Dye’s Valley Course. *Air fare not included*
Email Info@producerperks.com to start receiving your perks!
Reward Description
Email Info@producerperks.com to start receiving your perks!
Reward Description
Choose from either a MacBook & iPhone or a Microsoft Surface Pro & Samsung Galaxy smartphone. Please contact an EverVest rep for model options available, and more details.
Email Info@producerperks.com to start receiving your perks!
$500,000 Level
When you write $500,000 in premium you are eligible to receive 1 of the 4 perk options below
Reward Description
The Connect™ package helps you stay top of mind with clients and leads using financial advisor automation and personalized, relevant content. Start with a modern website, add content and share via email or social media, then turn on automated campaigns to easily stay connected. Connect™ will help you fill your financial advisor marketing funnel with targeted leads and prospects and give you the tools to convert them into clients.
EverVest will cover the cost for 1 year!
Email Info@producerperks.com to start receiving your perks!
Reward Description
Take the guesswork out of client suitability. Keep your records in order in an all-in-one compliant sales process. Advanced Income Calculator, Top MYGAs, Carriers Database, Death Benefit Calculators, and much more! It’s a great tool that will help position you as a go-to trusted advisor.
EverVest will cover the cost for 1 year!
Email Info@producerperks.com to start receiving your perks!
Reward Description
When we asked our agents – “What are you looking for in an incentive program?” – The overwhelming #1 response was $$$. This $4,000 Visa Card is easy to use, accepted nearly everywhere, and our agents can use it to buy whatever they want with the $4,000.
Email Info@producerperks.com to start receiving your perks!
Reward Description
Get 1 year of the ultimate “Keep-In-Touch” marketing program with Levitate! Personal email campaigns, content strategies, marketing coaches, contact management, reporting & analytics, and more!
EverVest will cover the cost of this program for you for 1 year!
Email Info@producerperks.com to start receiving your perks!
$750,000 Level
When you write $750,000 in premium you are eligible to receive 1 of the 4 perk options below
Reward Description
FMG Suite’s Attract™ package starts with a polished, professional modern website built for SEO. One of the most advanced financial advisor marketing systems available, Attract™ is loaded with automated email campaigns, lead generation tools, and local search optimization. FMG Suite’s marketing software for financial advisors takes growth to another level with features and tools that draw in leads and build your firm.
EverVest will cover the cost of this program for you for 1 year!
Email Info@producerperks.com to start receiving your perks!
Reward Description
Get a BRAND-NEW Complete Set of TaylorMade RBZ clubs. In addition, we’ll also include custom Golf Balls and a custom Golf Bag with your business’ logo!
Please reach out to an EverVest rep for specific product details.
Email Info@producerperks.com to start receiving your perks!
Reward Description
When we asked our agents – “What are you looking for in an incentive program?” – The overwhelming #1 response was $$$. This $5,500 Visa Card is easy to use, accepted nearly everywhere, and our agents can use it to buy whatever they want with the $5,500.
Email Info@producerperks.com to start receiving your perks!
Reward Description
Production of a :30 video ad to brand or promote your business, and a 4-6 week highly targeted tv advertising campaign reaching a streaming audience in your key zip codes. Provided by EverVest’s advertising agency partner- Follow The Eyes.
EverVest will cover up to $5,500 towards this campaign.
Email Info@producerperks.com to start receiving your perks!
$1,000,000 Level
When you write $1,000,000 in premium you are eligible to receive 1 of the 4 perk options below
Reward Description
This Home Theater Package includes:
An LG 77” Class C1 Series OLED 4K UHD Smart webOS Smart TV.
A Sanus Advanced Tilt 4D TV Wall Mount.
A Bose 5.1 Channel Lifestyle 650 Home Theater System.
AudioQuest 10’ 4k-8k-10k 48Gbpa HDMI Cable.
This Theater Package is valued at $8,000. EverVest will cover the cost, and have it delivered to your home.
Email Info@producerperks.com to start receiving your perks!
Reward Description
The Ultimate Alaska Cruise for 2 includes:
9 Day Cruise on Holland America Line for you and a guest.
Ports: Vancouver, At Sea, Ketchikan, Juneau, Skagway, Glacier Bay, College Fjord, Whitter, Denali National Park, and Fairbanks.
Airfare Included.
Room: Balcony Stateroom.
Plus: $1,000 Spending Cash
EverVest will cover the cost of this Alaskan Cruise for 2! Please contact us to discuss specific dates and details.
Email Info@producerperks.com to start receiving your perks!
Reward Description
When we asked our agents – “What are you looking for in an incentive program?” – The overwhelming #1 response was $$$. This $7,500 Visa Card is easy to use, accepted nearly everywhere, and our agents can use it to buy whatever they want with the $7,500.
Email Info@producerperks.com to start receiving your perks!
Reward Description
This 7 Day Kauai Hawaiian Vacation for 2 includes:
Stay at Ko’a Kea Hotel & Resort in Koloa, Hawaii.
Ocean View Room.
Airfare Included.
Rental Car.
Plus, $1,000 Spending Cash.
EverVest will cover the cost of this Hawaiian vacation for 2! Please contact us to discuss specific dates and details.
Email Info@producerperks.com to start receiving your perks!