OVERVIEW OF CRITERIA & ESCAPES
HOW TO EARN
YOUR ESCAPE
SUPPORT & COACHING
MARKETING RESOURCES

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


GET ALL THE DETAILS IN THE “MY COURSE”

Please note that the content on this page is a high-level overview of the Advisor Escape and the qualifications to earn it. Therefore, you may have some questions — but not to worry!

The team has put together a comprehensive new course, “Learn How to Earn the Advisor Escape,” that includes ALL the details of how to earn the trip, track your points and so much more through a series of short videos with Alison, Amber and Marnie. You will definitely want to take the course to get ALL the details about earning the trip, plus useful resources like downloadable PDFs!

To take the course, sign in to your account and visit My Courses in the Advisor HQ.
New to My Courses? Learn how to access them here.

Learn how to earn the Advisor Escape. Puerto Vallarta, April 2024.
SIGN IN & TAKE THE COURSE

—OVERVIEW OF CRITERIA & ESCAPES YOU CAN EARN—

For the 2024 Advisor Escape, there are multiple tiers you can earn — the higher the tier you achieve, the longer your stay in beautiful Puerto Vallarta and the more perks you'll enjoy!

Set your sights on one of three resort stays with all-inclusive resort packages + cash stipends for each!

4-Day/3-Night Shared Room + Cash!
5-Day/4-Night Private Room + Cash!
6-Day/5-Night Private Room with Guest + Cash!

Below is an overview of the tiers you can earn and we'll dive into how to qualify for them further down on this page.

The Top 3 Advisors who earn either the Sun-Sational or Sun-Sational Mentor status and achieve the most points overall will be upgraded to an Ocean Front room.

Note: Airfare and transportation are not included; you may choose to use your cash stipend to cover those or other expenses.

If you earn the Sun Chaser status, you may bring a guest. However, if you do, you will be responsible for all additional guest charges, including, but not limited to, room charges and all-inclusive package charges above what would have been covered if the Advisor were in the private room alone.

If you earn the Sun-Sational or Sun-Sational Mentor status and choose to bring a guest, the room charges and all-inclusive resort charges will be covered by CM.

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—EARNING THE ESCAPE—

All Advisors can work toward qualifying for different tiers of the Escape during the qualification period from 12:01am CT on Jan. 3, 2023, to 12:01am CT on Jan. 2, 2024! You'll have 3 categories that you'll need to meet criteria for in order to earn the Escape: Holding Beginner Classes, Growing Your Account Balance and Growing Your Team.

Hold Beginner
Classes

  • You'll need to have completed the Beginner Classes requirements for the tier you're aiming for — 2 for Wild Card, 4 for Sun Riser, 8 for Sun Chaser or 10 for Sun-Sational — by the end of the qualification period.
  • For your Beginner Classes to qualify, you'll need to 1) Submit your event to the website with “Beginner Class” as the event type; 2) Take a group photo during your event; 3) Complete the form and submit it, along with the photo, to Home Office.

For more details on Beginner Classes qualifications, take the My Course.

Grow Your
Account Balance

  • On Jan. 3, 2023, at 12:01am CT, we'll take a snapshot of your Account Balance.
  • On Jan. 2, 2024, at 12:01am CT, we'll take another snapshot of your Account Balance.
  • You'll need to have achieved the dollar value (same value for USD/CAD/AUD) for the tier you're aiming for — $1,500 for Wild Card, $4,000 for Sun Riser, $8,000 for Sun Chaser or $10,000 for Sun-Sational — by the end of the qualification period.

To learn more about Account Balance qualifications and/or learn about your Rolling Account Balance, take the My Course.

Grow Your Team: New Team Members at Level 2

  • New Advisor(s)* must join your team between 12:01am CT on Jan. 3, 2023, and 12:01am CT on Jan. 1, 2024.
  • New Advisor(s) must be at least at Level 2 by Jan. 1, 2024, at 12:01am CT.
  • You'll need to have achieved the team growth requirements for the tier you're aiming for — 1 for Wild Card, 4 for Sun Riser, 8 for Sun Chaser or 10 for Sun-Sational — by the end of the qualification period.

*Reactivating Advisors do not count as “New Advisors.” This means that if a person has previously been an Advisor between November 2014 and Jan. 3, 2023, they do not qualify as a new Downline Advisor for the purposes of earning the Escape.


Sun-Sational Mentor:

There is nothing more satisfying than achieving goals together with your teammates. So, there is also the option for Upline Advisors to earn the Escape by mentoring your team members. To qualify, you'll personally need to:

  • Complete at least 4 Beginner Classes during the qualification period.
  • Grow your Account Balance by at least $4,000.
  • Mentor 5 of your Downlines who achieve the Sun Riser status.

To learn more about Sun-Sational Mentor qualifications, take the My Course.

Check your My Reports dashboard for the Advisor Escape widget starting Tuesday, Jan. 3, at [TIME] CT.

—SUPPORT & COACHING—

ACHIEVEMENTS PLANNING FACEBOOK GROUP

Join the Advisor Success Team and fellow Puerto Vallarta-bound achievers in this group dedicated to helping you grow your business and earn this Escape! You’ll get ongoing coaching, participate in challenges, share ideas and be encouraged and supported every step of the way.

JOIN THE FACEBOOK GROUP

—MARKETING RESOURCES—
Grow your team and get your new members to Level 2
so they can go with you!

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(More social media graphics to come in 2023)

Resources & Flyers

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