- All production credit is based on annualized issued and paid new sales with effective dates during the qualification period. Where a product already exists with a case, adding a rider or another version of that product or in the case of Accident, the newly enhanced plans, does not qualify as a new product sale. EZValue increases are not included.
- There will be no carryover of credit or qualification from year to year.
- For voluntary group products, a minimum of three new sold groups is required.
- Trustmark Voluntary Benefit Solutions new sales/production reports will govern determination of qualifiers.
- The maximum is six qualifiers from any one agency or organization.
- Qualification includes the cost of the trip including all scheduled events for qualifier/guest. Covered airfares will be booked using the most economical airfares and best airline available at the time of booking.
- Production credit will be assigned to the agency/producer considered as the source of business, unless otherwise arranged for in writing, in advance, and accepted by us.
- We cannot accommodate family members other than spouses/significant others or those who are active in your business.
- Trustmark reserves the right to cancel, postpone or substitute this trip if business conditions so dictate. Cash will not be paid in lieu of the trip.
- Income tax reports will be filed according to the IRS rules governing incentive travel.