NOVEMBER 7-10, 2021

Your goals, your dreams, your potential — what do they all have in common? They are LIMITLESS!

So what better place to celebrate you and your incredible accomplishments than New Orleans, Louisiana?! One of the most unique, charming and multi-faceted cities in the world, it offers limitless possibilities for the Home Office team and Advisors to explore together during the 2021 Advisor Getaway!

Whether you think of it as The Big Easy, NOLA, N’Awlins or the “birthplace of jazz,” its culture, history, architecture and food make it one of a kind and the perfect locale to offer you a getaway you’ll never forget.

Get a taste of what you'll experience in the video below!

Held November 2021, you’ll enjoy four days and three nights of fun with your fellow trip achievers and the Home Office leadership team. Airfare, hotel, transportation in New Orleans, group meals, group activities, a whole lot of laughs and surprises are included.

All Advisors can earn points during the March 1-Aug. 31, 2021, qualification period. 200 points are needed to earn the full trip described above with a chance to earn exclusive perks if you reach 250 points.

Account Balance Change 

• On March 1 at 12:01am CT, we'll take a snapshot of your Account Balance.
• On Sept. 1 at 12:01am CT, we'll take another snapshot of your Account Balance.
• With every increase of $500 between those two amounts, you'll earn 10 points!
• Account Balance change points are capped at 100 points.

New Team Members at Level 2

• For every new team member you welcome March 1-Aug. 31 who is at Level 2 at the end of the qualification period, you'll receive 25 points!
• Former Advisors who deactivated prior to March 1, 2021, and who rejoin during the qualification period and reach Level 2 also will qualify for you to receive 25 points.
• There is no limit to the number of team building points that you can earn.

How to Check Your Points

Check your My Reports dashboard for the incentive trip widget starting Monday, March 1, at 2pm CT.
Sales points are capped at 100; there is no limit on Team Building points. 

Any Advisor who earns 100 or more points during the qualification period shall be eligible to receive a “Milestone Gift,” which includes exclusive CM products and may be claimed by placing an order on the CM website within 31 days of being awarded the gift and adding it to an order. This Milestone Gift will not be awarded until the qualification period has ended.

We’re excited to offer you some additional tools to help you as you’re planning for New Orleans!

NOLA-BOUND ADVISOR FACEBOOK GROUP

Join the Advisor Success Team and fellow NOLA-bound achievers in this group dedicated to helping you earn this one-of-a-kind getaway! You’ll get ongoing coaching, participate in challenges, share ideas and be encouraged and supported every step of the way.

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