Join us for the 2027 Advisor Escape in the Dominican Republic

ADVISOR ESCAPE
April 12-16, 2027

In 2027 you'll get to escape to the serene and luxurious Secrets & Dreams Playa Esmeralda Resort & Spa, set on the untouched shores of the Caribbean in the hidden-gem Emerald Coast region of Dominican Republic. The area beckons you to sink into white-sand beaches fringed by coconut palms, lounge in calming turquoise water, explore lush tropical landscapes and experience elegance with a laid-back Caribbean vibe.

The Emerald Coast near Miches is an emerging destination of natural beauty — nestled between the Eastern Mountain Range and the Samaná Bay, with sweeping coastline, tranquility and a feeling of escape from the ordinary.

It's where those staying in Punta Cana come for excursions, and you'll already be there! Avoid the crowds, embrace the calm, and allow yourself to unwind in a place that feels discovered just for you.

From leisurely walks along shimmering sand to invigorating excursions, refreshing swims and soothing spa treatments, this location offers both serenity and inspiration — perfect for celebrating your success and recharging for the year ahead.

SECRETS & DREAMS PLAYA ESMERALDA RESORT & SPA

This brand new all-inclusive resort offers every luxury and amenity you can imagine, along with the unparalleled blend of elegance, service and serenity you expect from the Secrets brand. With its stunning views and connection with nature, this Playa Esmeralda location provides an exclusive retreat for the laid back or the adventurous.

You'll enjoy gourmet dining at its 18 world-class restaurants, including snack bars, sports bar, coffee shop and ice cream parlor. Eleven bars will slake any thirst / suit any taste (including swim-up pool bars). Speaking of pools, you'll be able to find just the vibe you like with your choice of beachfront, activity, and relaxing pools, including multiple hot tubs!

If you'd like to add some pampering to your relaxation, you'll love the renowned spa which includes a beauty salon and all the services, including innovative treatments combining both indigenous and modern techniques - plus a hydrotherapy circuit. As an Achiever, you'll get to enjoy all the activities and amenities that both properties have to offer, whether your preference is the adults-only side (Secrets) the family-friendly side (Dreams), or a combination of both!

Below is an overview of the perks at each tier and how to qualify for them. There is a dashboard on your My Reports page that displays your beginning balances and points for 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 and join Marnie for monthly tracker updates beginning in May. RSVP here for the series.

IMPORTANT:

The qualification period ends in the early hours of Jan. 2, 2027.

The last FULL DAY to place orders to count toward sales points is Jan. 1, 2027.

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 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: 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 draw winners, 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 per person/per night shared room 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 there be an option for Achievers to extend either before or after their earned dates? Yes, the group rate will be available to Achievers both pre- and post. For those wishing to extend, arrangement and payment for those nights will be made by Achievers directly with the resort.
Will I need a passport? Yes, everyone traveling to Dominican Republic 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; Dominican Republic immigration recommends that incoming visitors — regardless of country of origin — hold passports that are valid for a minimum period of six months. 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 2027 Achievers to purchase after the Escape, with a set maximum for each tier.
Is there an audit planned for 2027? Yes. Shortly after the qualification period ends in January 2027, the CM Business Analysis Team will begin an audit which includes looking at 2026 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. Please see the Rules at the bottom of this page for actions that are allowed/disallowed.

You can use your resort credits however you wish: toward an extra night, spa treatments, incidentals, bottles of wine, guest charges... whatever you'd like!

You’ll want to decide which level of perks best suit you and make a plan to achieve your new team member goals by June 30, which gives you six months to help your new Advisors get their businesses established so they can easily reach level 2 and beyond. When you meet your tier's requirements by the end of the qualification period, Paradise Perks can be yours! For all the details, you'll want to reference the appendix at the bottom of this page.

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, 2026 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, 2026, and 11:59pm CT on Jan. 1, 2027.
New Advisor(s) must be at least at Level 2 by Jan. 1, 2027, at 11:59pm CT.
You'll need to have achieved the team growth requirements for the tier you're aiming for — 1 New Advisor 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, 2026, at 12:01am CT, we'll take a snapshot of your Account Balance and Historic Group Sales (from the prior year).
On Jan. 2, 2027, 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 $550 Account Balance increase throughout the qualification period and 25 points for every $3,000 Group Sales increase and may mix and match them to meet the minimums for the tier you wish to earn.

CM COLLECTIVE BUSINESS CHAT GROUP

Join the Advisor Success Team and fellow Escape-bound Advisors 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

You'll want to join this ongoing training series hosted by Advisor Success Director Amber Klimek, offered the first two Thursdays of each month at 11am CT. Amber will help you set your Escape goals and offer practical training on how to reach them!
RSVP for the series