The Company Master

Plan
 Fast track
Recognition
For Advisors Medallion

Macaulay

MDRT

Producers’ League
Fast Track

• Monthly contest
• You will be asked to submit certain
number of application in a month
• Qualifiers belong to the Top 20% of
the company nationwide
• Comes with Sunlife Collectibles

• Levels: Faster Fast Track, Fast Track

Medallion
• Quarterly Contest
• With AC and Lives Requirements
• Qualifiers Belong to the Top 12%
of the company nationwide
• Comes with Cash, Freebies and
Travel Incentives

Levels:
• Bronze
• Silver
Contest Quarter
• Gold
Q1: Love Month
• Platinum 1
• Platinum 2 Q2: Summer Campaign

• Platinum 3 Q3: August Champions

Q4: President’s Month
Minimum Requirement: 130k AC, 9 lives
 Macaulay Club
Levels:
• Bronze
• Special Contest (July to June the following
year) • Silver Local Trip
• Gold
• Created in Honor of Robertson Macaulay
• VP
• With AC, Lives AND Persistency International Trip
• SVP
Requirements
• Qualifiers Belong to the Top 12% Of the
Company Nationwide
-the highest in AC is appointed President
• Comes with Cash, freebies and high-end
travel incentives

Minimum Requirement: 570K AC, 36 lives

Million Dollar Round
Table
• Is an Annual International Contest (January 1 to
December 31)
• Qualification based on AC, Premium or Income
• Qualifiers Belong to the Top 3% of Advisors
Worldwide and Nationwide
• Comes with Travel, VIP passes on Selected
SunLife programs and events, Increase medical
limit

Level:
-Member
-COT
TOT

Minimum Requirement: 1.2M AC

 Producers League
• Is an Annual Sun life Contest (January –
December based on Cut-Off)
• With Lives, AC and Persistency
Requirement
• Qualifiers belong to the top 2% of the
company nationwide.
• Comes With Travel and Cash incentives

Minimum Requirement: 2M AC, 48 lives

 Why Do • They can help you establish your

You Need credibility.

• Achieving them definitely means more

To Care
money in your pocket.
• The incentives come for free.

About This
• It will open opportunity for growth such
as promotion.
• Self-fulfilment
Awards?
What We Want For You?

WE WANT YOU TO IN SALES, IF SOMEBODY

SUCCEED! WINS, EVERYBODY WINS!