Join us for the 2026 Advisor Escape in Montego Bay

2026 ADVISOR ESCAPE
APRIL 7-13

Nestled between the Blue Mountains and Caribbean Sea on the northwest coast of Jamaica, Montego Bay has it all. If you're looking to settle into the magic of island time, there's nothing better than lounging on its gorgeous white-sand beaches and taking leisurely dips in its crystal-clear turquoise water.

And while the beaches are amazing, Montego Bay has so much more. It buzzes with friendly energy and Jamaican culture. If you love adventure, there's plenty to do — you can enjoy exceptional snorkeling and scuba diving, explore historic Great Houses or go rafting down the Martha Brae River. Mobay's Hip Strip is where it's at for shopping, restaurants, and nightlife. And the food! There's nothing like authentic jerk chicken, fresh "caught today" seafood and staples like peas and rice – your taste buds will thank you.

Montego Bay's stunning natural beauty, vibrant culture and amenities offer the perfect mix to celebrate your hard work as you relax, have fun and soak up some Caribbean vibes.

HYATT ZILARA ROSE HALL

This luxurious all-inclusive, adults-only resort offers every amenity on gorgeous grounds — think sprawling pools, perfect private beaches, and enough restaurants to satisfy any foodie. The vibes are chill with live music, friendly staff and plenty of activities to keep you entertained. Whether you're looking to party, pamper yourself at the spa, or just soak up the sun, the Zilara has it all. A special perk is that the Hyatt Ziva is right next door and Zilara guests can enjoy both properties.

Below is an overview of the tiers you can earn and how to qualify for them. There will be a dashboard on your My Reports page beginning January 2, 2025 that will display beginning balances and your points throughout the qualification period.

You'll want to complete an Escape tracker (at the bottom of this page) to keep track of your Personal Sales and progress in other areas.

IMPORTANT:

The qualification period ends in the early hours of Jan. 2, 2026.

The last FULL DAY to place orders to count toward sales points is Jan. 1, 2026.

ADDITIONAL PERKS & RECOGNITION

The Top 3 Advisors who qualify for one of the Escape tiers and achieve the most points overall
will be upgraded to a Master Suite.

During the Escape, we will also be recognizing Advisors who reached the Top 10 in the U.S. and Top 5 in Canada and Australia in 2025 (who are in attendance) in three categories. The categories include Personal Sales, Team Building* (New Advisors) and Group Sales. The Home Office Team will periodically send personal updates on their standing to the Top 20 Advisors in the U.S. and Top 10 Advisors in the U.S. and Canada in each category.

*Team Building ties will be broken based on the total of New Advisors' Account Balances.

FAQs

Is airfare and ground transportation included? Airfare and transportation are not included; you may choose to use your cash stipend to cover those or other expenses.
Which Achiever tiers have the option to bring a guest? Other than Wild Card Achievers, each Escape Achiever tier has the option to bring a guest. If Sun-Sational Achievers wish to bring a guest, their guest's room night and all-inclusive charges will be covered by CM during the Resort Stay. Sun Chaser Achievers pay the difference between single and double occupancy rates if they wish to bring a guest. Sun Gazer and Sun Riser Achievers who wish to share a room with a guest instead of an Advisor roommate will pay the full double occupancy rate for their guest. All Achievers bringing guests will be responsible for their guest's incidental charges.
Can the guest be anyone they would like? Yes, there are no restrictions as to the type of guest an Advisor can bring (e.g., spouse, friend, sibling, parent, child (18 or older), Advisor friend, etc.). We will ask final achievers to provide their guest information a few months prior to the Escape.
Will I need a passport? Yes, everyone traveling to Jamaica will need a valid passport; your airline will ask you for your passport information before booking and allowing you to check in. If you have a current passport, you will want to ensure its expiration date is well into the future; Jamaican immigration recommends that incoming visitors, regardless of country of origin, hold passports that are valid for a minimum period of six months and they may deny entry if it is not.

If you do not have a passport, here are the links by country to get started. Passport offices have been issuing warnings about long delays in processing, so you’ll have more peace of mind the earlier you apply.
U.S.: https://travel.state.gov/content/travel/en/passports/how-apply.html
Canada: https://www.canada.ca/en/immigration-refugees-citizenship/services/canadian-passports/new-adult-passport.html
Australia: https://www.smartraveller.gov.au/consular-services/passport-services
Will the Escape-themed product bundle be available for sale in the future? If there are extras of the Escape-themed bundle after one has been awarded to each of the Escape Achievers (via My Achievements), the remaining quantity will be made available to 2026 Achievers to purchase after the Escape, with a set maximum for each tier.
Is there an audit planned for 2026? Yes. Shortly after the qualification period ends in January 2026, the CM Business Analysis Team will begin an audit which includes looking at 2025 orders to ensure that each potential achiever has earned the Escape fairly and their qualifying new team members have reached level 2 on their own merit.

You can qualify to lock in an extra night of the Escape (based on the final tier you earn at the end of the qualification period) when you add new team members by end of day June 30, 2025, 11:59pm CT/AET. Anyone you’ve welcomed to your team since the 2026 Escape qualification period began is included in your count!

For Wild Card achievers, we are again offering the Winning Wild Card promotion which rewards you with an extra chance in the draw for each new Advisor you welcome to your team during the qualification period who reaches level 2! See the details in the Winning Wild Card appendix at the bottom of this page.

Here’s how Extending the Sun can help you make the very most of your stay!

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, 6 for Sun Gazer, 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 (held Jan. 2, 2025 or after); 3) Complete the form and submit it, along with a photo of your class to Home Office.

Grow Your Team: New Team Members at Level 2

New Advisor(s)* must join your team between 12:01am CT on Jan. 2, 2025, and 11:59pm CT on Jan. 1, 2026.
New Advisor(s) must be at least at Level 2 by Jan. 1, 2026, at 11:59pm CT.
You'll need to have achieved the team growth requirements for the tier you're aiming for — 2 for Wild Card, 4 for Sun Riser, 6 for Sun Gazer, 8 for Sun Chaser or 10 for Sun-Sational — by the end of the qualification period.

*Reactivating Advisors who have been active within the last two years do not count as “New Advisors.”

Grow Your
Account Balance and/or Group Sales

On Jan. 2, 2025, at 12:01am CT, we'll take a snapshot of your Account Balance and Historic Group Sales (from the prior year).
On Jan. 2, 2026, at 12:01am CT, we'll take another snapshot of your Account Balance and sum your Group Sales during the qualification period.
You will be awarded 10 points for every $500 Account Balance increase throughout the qualification period and 25 points for every $2,500 Group Sales increase and may mix and match them to meet the minimums for the tier you wish to earn.

ACHIEVEMENTS PLANNING FACEBOOK GROUP

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

CREATE THE BEST WEBINAR SERIES

This 6-week series hosted by Advisor Success Director Amber Klimek is offered several times during the year (Thursdays, 11am CT). Look for the RSVP links in your Advisor emails — Amber will help you set your goals and offer practical training on how to reach them!