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• The referred agent must be new to Global Insurance & Planning Advisors and not have been previously contracted with us.                                                                                                                                                                

• The referred agent is required to submit a specified number (more details on the form) in the of new applications within 90 days from their contracting date.                                                                                                                                         

• Applications must be from clients who are not currently and have not been active with Global Insurance & Planning Advisors (must be considering new business). Only these applications will count towards the referral bonus.                                                                                                                                                                                                                                                                

• Applications (policies) must remain active to qualify. Any application received but subsequently cancelled by the member before activation is deemed a non-payable application and will not count towards the bonus.                                                                     

• The bonus payment will be issued either after the 90-day period has elapsed or once the total of 8 sales is reached, whichever comes first.