The Game
GamePlan will reimburse seminar/marketing receipts at the following rates:
- Allianz Annuity: $500/$100,000 issued
- ING Annuity: $250/$100,000 issued
- Legacy Annuity: $250/$100,000 issued
- Allianz Life: $500/$10,000 CPCs (once a YTD production of 10,000 CPCs is reached)
- Allianz LTC: $500/$10,000 CPCs (once a YTD production of 10,000 CPCs is reached)
The Rules
Submit copies of receipts by fax or mail within 60 days of date on receipt:
Fax: 770-517-0649
Mail: 300 ParkBrooke Place, Ste 200, Woodstock, GA 30189
To ensure proper credit, please fax the Expense Form.
For agents new to the reimbursement program, the date of the receipt will determine
the "start date" for including production, not to exceed 60 days prior to the end
of each monthly cycle.
Eligible Receipts
GamePlan will accept receipts from all advisors for seminar related costs including
seminar invitation costs, leads, radio ads, newspaper ads, postage for invitations,
laptops, projectors, screens, microphones, meal cost, room rental, and door prizes.
For Life/LTC Producers (in addition to the above): General marketing costs (for
example, radio ads, newspaper/magazine ads, mailers, leads, telemarketing, and promotional
giveaways) and production supplies (including printers, ink cartridges, paper, envelopes,
labels, postage, artwork).
Please note: Non-reimbursable receipts include meal receipts other than seminar
meals, FedEx/UPS shipping charges, general office postage, rent, office furniture,
general office equipment, utilities, cell phones, gasoline, and hotel/airfare.
Program Eligibility
You are not eligible for the reimbursement of receipts generated or submitted while
you have a Letter of Intent to transfer out from GamePlan. You are not eligible
for reimbursement if your Broker/Dealer is part of a Master Agreement with Allianz.
Reimbursement
Your reimbursement check will be mailed on the 30th of each month, based on receipts
received and business issued the previous month. For example, checks mailing on
October 30 will be based on receipts received and business issued through September
30.