Nassau Elite 2025 Program
Together, We Can Achieve Great Things
Our sales reached an all-time high in 2024, thanks to the strong partnerships we’ve developed with producers like you. In 2025, we’re laser-focused on building upon that momentum by collaborating closely with Elite producers throughout the year. We’re here to help you take your sales to the next level, both this year and beyond.
A BOLDER, SIMPLER SUITE OF BENEFITS
BONUS COMPENSATION POTENTIAL
2-5m Creditsin 2025 | 5m+ Creditsin 2025 | ![]() Year-End Blitzin 2025 | |
2024 Elites | +75BPS | +100BPS | |
ALL OTHERS | +50BPS | +75BPS | +50BPS |
Year-End Blitz: Place 750K credits and a minimum of 4 contracts/policies between 9/1 and 12/31 to earn +50bps for FIA and +15bps for non-NY MYGA sales in 2025. Nassau Elite 2024 qualifiers are ineligible for this program.
Bonus Compensation Payout Schedule: 2024 Elites who earn 2M+ credits in 2025 will receive accelerated Elite bonus payouts, administered quarterly throughout 2025 after 2M+ credits are achieved. All Others will receive a single, lump-sum payment after 2025 ends.
BONUS COMPENSATION EXAMPLE
2024 Elites
FIA | MYGA | |
2025 Premium2025 Credits | $2M2M | $1.2M400K |
Bonus2025 Credits | 75bps0.0075 | 25bps0.0025 |
2025 Premium x Bonus = | $15K | $3K |
TOTAL BONUS: $18K |
ALL OTHERS
FIA | MYGA | |
2025 Premium2025 Credits | $2M2M | $1.2M400K |
Bonus2025 Credits | 50bps0.0050 | 15bps0.0015 |
2025 Premium x Bonus = | $10K | $1.8K |
TOTAL BONUS: $11.8K |
You must issue at least 5 contracts/policies in 2025 for bonus compensation at all levels (except for Year-End Blitz). Excludes MYAnnuity 5X placed premium in New York. Compensation based on placed premium, not credits.
REWARDS FOR ALL 2025 QUALIFIERS
DEDICATED CONCIERGE SERVICE
Get direct access to a dedicated team, including a new business case manager, wholesaler, and post-issue service representative, as well as express new business processing.
SENIOR LEADERSHIP ACCESS
Receive exclusive invitations to conferences and events. Connect with Nassau’s senior management and product development teams to help shape the future of Nassau..
LET'S EXCEED OUR GOALS
How to earn
Credits
- $1 of FIA placed premium = 1 credit
- $3 of MYGA placed premium = 1 credit1
- $1 of Med Supp annualized, placed premium = 14 credits
Eligible
Products1
- Nassau Income Accelerator
- Nassau Personal Income Annuity®
- Nassau Personal Protection Choice®
- Nassau Bonus Annuity PlusSM
- Nassau Bonus Annuity®
- Nassau Growth Annuity®
- Nassau MYAnnuity® 5X, 7X1
- Nassau Simple Annuity
- Nassau Medicare Supplement Insurance
Other Important Details
1. Excludes MYAnnuity 5X placed premium in New York. Eligible products are subject to state approval and may not be available in all states.
Qualification period runs from Jan. 1, 2025 to Dec. 31, 2025 (except for Year-End Blitz). Placed premium excludes free looks and cancellations. Qualification credits only apply to placed premium of eligible products submitted with eligible firms. Participants must have an active contract and be in good standing to receive incentives. Final qualification remains at the sole discretion of Nassau. All compensation payouts remain based on actual fixed indexed annuity and MYGA placed premium, not qualification credits. Compensation increases are proportionally equivalent between Nassau’s FIA and MYGA products. You must issue at least 5 contracts/policies in 2025 for bonus compensation at all levels (except Year-End Blitz). Qualification credits or Elite qualification may not be transferred to another appointed individual/agent. All Elite Program payments will be subject to product charge back rules. Some event expenses related to you (and your potential guests) that are associated with the Nassau Elite Producer Program may be taxable to you and reported on a 1099-NEC. You should consult your tax advisor if you have questions about the tax treatment related to any event-related expenses or your individual situation. Nassau is unable to substitute cash equivalent or awards in lieu of attendance. Program details are subject to change at Nassau’s discretion.
For producer use only. Not for use with the general public. Product sales must be appropriate, based on a comprehensive evaluation of the customer’s financial situation needs and objectives. Product features, riders and availability may vary by state. Nassau Bonus Annuity Plus (23FIA4, ICC23FIA4), Nassau Income Accelerator (ICC19EIAN,19FIA), Nassau Bonus Annuity (19FIA3, ICC19FIA3), Nassau Growth Annuity (19FIA3, ICC19FIA3N), Nassau Personal Income Annuity (ICC19EIAN,19FIA, 19ISN), Nassau Personal Protection Choice (ICC19EIAN, 19FIA, 19RN), Nassau Simple Annuity (18FADTCP and ICC18FADTCP), and Nassau MYAnnuity 5X/7X (18IFDAP and ICC18IFDAP/ICC18IFDANP) are issued by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as “Nassau Life and Annuity Insurance Company.” Nassau Life and Annuity Company is not authorized to conduct business in ME and NY, but that is subject to change. Medicare Supplement insurance is issued by Nassau Life Insurance Company of Kansas. Nassau Life and Annuity Company and Nassau Life Insurance Company of Kansas are subsidiaries of Nassau Financial Group. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations.
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