Nassau Elite 2022

Rewarding and Supporting Top Producers

2021 was a transformational year for Nassau. Our sales, product portfolio, and service have never been stronger. Our partnership with you remains essential to our success this year. We look forward to engaging directly with Elite producers throughout the year. Our entire team is ready to help you grow your business. Let us know how we can help. It’s just another way we're working harder to be your carrier of choice.

2022 Brochure

First-Time Qualifier Benefits

Strong Compensation

Earn an extra 50 bps for fixed indexed annuity premium placed of eligible products in 2022. Receive the compensation in a single, lump-sum payment after the close of the year.

Exclusive Invites

Receive exclusive invitations to conferences and events. Connect with Nassau’s senior management and product development teams to share feedback and ideas.

Elite 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.

Enhanced Benefits for 2021 Elites Who Requalify in 2022

Loyalty deserves increased recognition. In addition to concierge service and exclusive invitations to events, 2021 Nassau Elite members who requalify in 2022 earn additional rewards.

Stronger Compensation

An additional 25bps on FIA premium placed in 2022, for a total of 75bps.

Accelerated Bonus Payments

Accelerated compensation incentive payouts, administered beginning the following quarter after requalification in 2022.

How to Qualify

Production Threshold

Earn 1.75 million qualification credits and place a minimum of 5 cases in 2022. $1 of FIA placed premium equals 1 qualification credit.

Eligible Products

Nassau Growth Annuity®, Nassau Personal Income Annuity®, Nassau Personal Protection Choice® and Personal Retirement Choice®.

Other Important Details

MYAnnuity 5X, 7X and Nassau Simple Annuity do not apply. Eligible products are subject to state approval and may not be available in all states. $1 of Medicare Supplement annualized, placed premium equals 14 qualification credits. To learn more, call our sales desk at 1-888-794-4447.

Qualification period runs from Jan. 1, 2022 to Dec. 31, 2022. 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 placed premium, not qualification credits. 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.

View Full Qualification Details


Disclosures

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 Growth Annuity (19FIA3, ICC19FIA3), Nassau Personal Income Annuity (ICC19EIAN,19FIA), Nassau Personal Protection Choice (ICC19EIAN, 19FIA), Nassau Personal Retirement Choice (19FIA, ICC19EIAN) 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 MA, ME and NY, but that is subject to change. In New York, Nassau MYAnnuity 5X (I7IMGA) is issued by Nassau Life Insurance Company (East Greenbush, NY). Medicare Supplement insurance is issued by Nassau Life Insurance Company of Kansas. Nassau Life and Annuity Company, Nassau Life Insurance 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. BPD#40865 02-22