We want to make sure you are getting the most out of the event, so we have a few qualifications for those that want to attend and get your room paid for on us.
*Hotel paid by Table Bay (2 nights) for Advisors who have a history of writing Annuities and Life Insurance, who have no credit and legal issues, and work with a Broker Dealer or RIA that is compatible with Table Bay Financial. We will reimburse you up to $600 of your flight to Las Vegas for the Advisor Summit, if you write $100,000 in qualifying annuity business, or $20,000 in qualifying life business, with Table Bay by September 30, 2022.
- Receipt for flight fare must be submitted along with carrier contracting to Michelle Blackmon, by August 31, 2022.
- Annuity business must be written with Allianz, Athene, AIG or North American.
- Annuity business must be submitted by September 30, 2022 and paid by October 31, 2022.
- Life business must be written with Allianz, North American, or Symetra.
- Life business must be submitted by September 30, 2022 and paid by November 30, 2022.
- Term-life business is not eligible.
- Reimbursement check will be cut to you no later than, December 15, 2022.
*To have your hotel paid by Table Bay (2 nights) you must be: currently active in practice (not retired), actively preparing tax returns and have prepared at least one hundred (100) 1040’s for tax year 2021, have a company website, a minimum of 150 active clients, and have a minimum yearly revenue from tax returns of $100,000.00.