2023 Incentives & Recognition

2023

Incentives & Recognition

COUNTRY acknowledges your contributions and achievements through a variety of incentive and recognition programs: • Corporate and market recognition honors our top-producing reps on an annual basis culminating in our highest honors of Hall of Fame and Lifetime Achievement.

• All American treats you and a guest to a luxurious group trip to international or domestic destinations.

• All Star provides you and your immediate family a fun-filled getaway at top local resorts throughout the United States.

• Go for the Gold awards All Star and/or All American qualifiers with additional incentives for achieving growth above the contest qualification criteria..

• Reward Central is our one-stop shop rewards platform where you can earn points through contests to redeem on merchandise, travel options, event tickets and more.

Left to Right : Jeff Koerner, Regional Vice President – Southern Region Jon Voegele, Regional Vice President – Central Region Tim Harris, Executive Vice President, Agency Kendall Holmes, Vice President, Agency Operations Jody Wilson, Regional Vice President – Western Region

• COUNTRY Club, for our new reps, is a two-month contest designed to help you get off to a fast start with an opportunity to earn a production bonus and build a foundation for success.

We look forward to seeing how you will turn these incentives and recognitions into big business in 2023. Browse through the enclosed information and think of ways you can make it

This is a great time to be part of COUNTRY Financial, we’re glad

happen, make it matter and make 2023 our best year yet.

you’re along for the journey! Every day, you have an incredible opportunity to enrich lives in the communities you serve.

Our incentives packages can help you and your family see the world. Coupled with effective goal setting, accountability,

Tim Harris Executive Vice President, Agency

Kendall Holmes Vice President, Agency Operations

Jeff Koerner Regional Vice President, Southern Region

Jody Wilson Regional Vice President, Western Region

and mentorship, these programs provide excellent opportunities to build deep, wide books of business with core clients who will stay with COUNTRY for the life of your business.

Jon Voegele Regional Vice President, Central Region

All American

InterContinental New York Barclay New York

January 1, 2023 – December 31, 2023

The All American contest rewards those who earn this incentive with a luxurious inclusive trip to a memorable location.

Specific contest qualification can be found on the Agency News site: Agency News – Agency Resources / Production/ Contests / Contest All American

Qualifiers and their guest enjoy group events, as well as plenty of time to relax and explore on your own. Whether traveling international or domestic, this is a trip you will not forget!

Learn more about this year’s location and previous programs at cfallamerican.com.

All Star

January 1, 2023 – May 31, 2023

All Star qualifiers can choose their destination from 2 exciting locations.

Qualifiers and their family or guests enjoy top notch accommodations, a group dinner, activities, and plenty of fun! Learn more about this year’s locations and previous programs at cfallstar.com.

The All Star contest rewards those who earn this incentive with a family oriented getaway.

Specific contest qualification can be found on the Agency News site: Agency News – Agency Resources / Production / Contests / Contest All Star

2023 East | Orlando, FL Loews Portofino Bay Hotel at Universal Orlando

2023 West | San Diego, CA Loews Coronado Bay Resort

Corporate Recognition

Market Recognition continued

Awards based on production January 1 – December 31, 2023.

Specific recognition requirements can be found on the Agency News site: Agency News - Agency Resources / Production / Contests / Recognitions – Corporate

Enriching Lives Award Annually each agency manager will nominate one representative in their agency that meets the award requirements. Winner will be determined by Area Director and Regional Vice President and announced at recognition banquet.

Lifetime Achievement Award Honors representatives and agency managers who have qualified for 40 All Americans.

Years of Service Honors representatives that have been contracted with COUNTRY for 25, 30, 35, 40 years etc.

Hall of Fame Honors representatives and agency managers who have qualified for 20 All Americans.

Excellence Club Honors representatives in each market that are the top producer in the following categories: Commercial Growth; Auto Growth; Home Growth; Farm Growth; P/C Net PIF/VIF Growth (Home + Auto + Farm+ Commercial); Net Annualized Life Premium; New Assets

National Champion Honors the top representatives and agency manager. See Champion Awards.

National Sales Achievement Honors top producing representatives in the following categories: – Net Annualized Life Premium – P/C net PIF + Incremental VIF – New Assets National Sales Achievement – Management Honors top agency managers in the following categories: – Life New Annualized Premium percent of goal – P/C New Business percent of goal – Investment New Assets percent of goal Emerald Club Honors representatives with $100,000 Net Annualized Life Premium growth (Life Tier 8) at contest year end.

Master Status Honors representatives who meet All American, persistency, Pro Status, and combined adjusted net gain requirements.

P/C Honor Roll Honors representatives for consistent Property/Casualty growth during the contest year.

Life Honor Roll Honors representatives for consistent life activity during the contest year.

National Advisory Council NAC membership is earned through outstanding performance and is considered to be an honor to be recognized as a representative of the agency force.

Market Recognition

Awards based on production January 1 – December 31, 2023 and awarded in each Market/ Region. Specific recognition requirements can be found on the Agency News site: Agency News - Agency Resources / Production / Contests / Recognitions - Market / Champion Awards

Life Tier Honors representatives that achieve at least Life Tier 4 as of contest year end.

Record Breaker Honors representatives for exceeding previous annual production records in the following categories: Net Annualized Life Premium, P/C net PIF + Incremental VIF, and New Assets.

Market Champion – Rookie of the Year Contract Date 02/01/2022 to 12/31/2023; Must be current All American; Top Rookie in the Market; See Champion Awards.

Market Champion – Rep of the Year – 4 Years + Contract Date 01/01/2020 and after; Must be current All American; Top Rep in the Market; See Champion Awards.

Market Champion – Rep of the Year – Less than 4 Years Contract Date Prior to 01/01/2020; Must be current All American; Top Rep in the Market; See Champion Awards.

Market Champion – Agency of the Year Top agency in each market; agency manager must be current All American; Top Agency Manager in the Market; See Champion Awards.

Region Champion – Rookie of the Year Contract Date 02/01/2022 to 12/31/2023; Must be current All American; Top Rookie in the Region; See Champion Awards.

Region Champion – Rep of the Year – Less than 4 Years Contract Date 01/01/2020 and after; Must be current All American; Top Rep in the Region; See Champion Awards.

Region Champion – Rep of the Year – 4 Years + Contract Date Prior to 01/01/2020; Must be current All American; Top Rep in the Region; See Champion Awards.

Region Champion – Agency of the Year Top agency in each market; agency manager must be current All American; Top Agency Manager in the Region; See Champion Awards.

Champion Awards

Go for the Gold

Champions are awarded at the Market, Region, and National level.

All Star January 1, 2023 – May 31, 2023 Go for the Gold incentives reward high producing All Star qualifiers with an additional bonus and recognition for achieving growth above the contest qualification criteria at the contest conclusion. For more details go to the Agency News site: Agency News – Agency Resources / Production / Contests / Contest All Star / Go for the Gold.

There are 4 brackets of Champions: • Rookie of the Year (Contract date 02/01/2022 to 12/31/2023) • Rep of the Year – 4 or more Years (Contract date prior to 01/01/2020)

Must be an All Star qualifer to be eligible for Go for the Gold qualification.

• Rep of the Year – Less than 4 Years (Contract date 01/01/2020 and after)

Must meet the minimum criteria of both 5-month cumulative Net Annualized Life Premium + Investment Credit and 5-month cumulative P/C net PIF/VIF to qualify for the level. When both criteria are not met, rep is awarded at the lowest level of qualification.

• Agency Manager of the Year

Net Annualized Life Premium + Investment Credit

National Champion

and

P/C net PIF + Incremental VIF

Gold

34,000+

and

65+

Region Champion

Region Champion

Region Champion

Silver

24,000+

and

50+

Champion WS Region

Champion CN Region

Champion SR Region

Bronze

14,000+

and

35+

Market Champion

Champion Market 1

Champion Market 2

Market Champion

Champion Market 3

Champion Market 4

Market Champion

Champion Market 5

Champion Market 6

As an All Star medalist you receive the following incentives in addition to trip inclusions: • Additional Bonus to Base or Reward Central Points* • Trip Coaster

Bonus Amounts For Champion Award qualification criteria details see the Agency News site: Agency News – Agency Resources / Production / Contests / Recognitions – Market / Champion Awards / Champion Awards.

• Gold – $750 + Base or 3,000 Reward Central Points • Silver – $400 + Base or 2,500 Reward Central Points • Bronze – $200 + Base or 2,250 Reward Central Points *Reward Central points only awarded in the event the qualifier opts not to attend the trip.

Go for the Gold All American

The COUNTRY Club Contest is designed to get new reps off to a fast start while ultimately building a foundation for success.

January 1, 2023 – December 31, 2023 Go for the Gold incentives reward high producing All American qualifiers with an additional bonus and recognition for achieving growth above the contest qualification criteria at the contest conclusion. For more details go to the Agency News site: Agency News – Agency Resources / Production / Contests / Contest All American / Go for the Gold.

Must be an All American qualifier under the Overall Growth criteria to be eligible for Go for the Gold qualification.

Must meet the minimum criteria of both Net Annualized Life Premium + Investment Credit and P/C net PIF + Incremental VIF to qualify for the level. When both criteria are not met, rep is awarded at the lowest level of qualification.

Net Annualized Life Premium + Investment Credit

and

P/C net PIF + Incremental VIF

Platinum

100,000+

and

200+

Gold

75,000+

and

160+

Silver

55,000+

and

120+

Bronze

35,000+

and

80+

As an All American medalist you receive the following incentives in addition to trip inclusions: • Additional Bonus to Base* • Medallion added to All American year plate • Trip Coaster

Bonus Amounts • Platinum – $4,000 + Base • Silver – $1,200 + Base

COUNTRY Club

• Gold – $2,600 + Base • Bronze – $750 + Base

*Base amount will be determined in early 2024. Only attending qualifiers receive bonus amounts.

Amounts are based per couple.

This 2 month contest rewards representatives who produce at least 20 Branded P/C PIF + Incremental VIF + Life Policies.

Those reps who meet the contest requirements will qualify for a $2,500 Bonus.

In addition, those reps who place within their contract date group at the contest conclusion are eligible for an additional placement bonus.

First

$1,500

Second

$1,000

Third

$500

For more details go to the Agency News site: Agency News – Agency Resources / Production / Contests / Country Club

Reward Central Reward Central is our one stop shop reward platform available to representatives.

Participants in the program can earn points through various opportunities such as contests, drawings and more. Points can be redeemed for:

Brand Name Merchandise 650,000+ products, 2,000 of the top brands in electronics, sports and rec, jewelry, fashion, home and more

VentureOut Travel Options International and Domestic Flights, 100,000+ hotel locations, such as Marriott, Wyndham, Hilton, Hyatt and more, Rental cars, Vacation Rentals: 1 week stays in premium resorts nationally and internationally, Cruises, Theme Parks

Event Tickets 8M+ tickets available to events like Concerts, Sports, Festivals, Plays, World Cup, Olympics

COUNTRY Store Gift Certificates Purchase COUNTRY Store gift certificates that can be redeemed at the company store for branded apparel, personalized items, office supplies, and more

For more details go to the Agency News site: Agency News – Agency Resources / Production / Contests / Short Term Incentives.

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