Write more business. Get rewarded for it.
EverVest gives independent insurance producers more than carrier access. You get hands-on annuity support, producer-first service, competitive compensation opportunities, and a reward program built to help you grow.
Simple to understand. Easy to get excited about.
Producers qualify by reaching published premium levels. At each level, they can choose one reward from the available perk options.
Write qualifying premium
Place eligible premium through EverVest and work toward the published production levels.
Choose your reward
Each production level includes four perk options so producers can pick what best fits their goals.
Keep growing with support
Use EverVest’s team, tools, and carrier access to keep building momentum beyond the first reward.
Pick your target. Pick your perk.
Below are the published Producer Perks levels and reward options. Use the quick links to jump to a production level.
$100,000 Level
When a producer writes $100,000 in qualifying premium, they are eligible to choose one of the four options below.
Indexalyzer
FIA allocation reports that can support crediting option conversations and annual reviews.
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Indexalyzer helps producers prepare reports that can make fixed indexed annuity allocation conversations easier to explain.
- Guide clients through allocation choices.
- Compare carriers and outdated products against newer options.
- Create a stronger review process around FIA strategies.
Errors & Omissions Program
E&O coverage option built for EverVest life and health agents.
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This program is designed for EverVest L&H agents and can include fixed life, accident and health, LTC, Medicare Advantage, Medicare Supplement, disability, and fixed/indexed annuity coverage.
- Annual renewable claims-made policy.
- Coverage for administrative and support personnel acting on your behalf.
- Published liability limit option: $1M per claim / $2M annual aggregate.
$500 Visa Card
A flexible Visa card reward producers can use nearly anywhere.
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The $500 Visa card gives producers a simple, flexible reward option at the $100,000 production level.
20 Warm Leads
Warm annuity leads from seniors who requested annuity information.
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Receive 20 warm annuity leads from seniors who requested information about annuities and retirement income conversations.
$250,000 Level
When a producer writes $250,000 in qualifying premium, they are eligible to choose one of the four options below.
Smart Agent CRM
Insurance-focused CRM tools for customer records, policy details, quoting, and proposals.
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Smart Agent helps insurance agents organize client information, policy data, Medicare details, contact records, quoting, proposals, and digital document signing.
EverVest covers the cost for one year, subject to current program rules.
MoneyGuidePro
Financial planning software for creating more personalized client plans.
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MoneyGuidePro can help independent financial advisors build more thorough, personalized plans for client conversations.
EverVest covers the cost for one year, subject to current program rules.
$1,500 Visa Card
A flexible cash-card option at the $250,000 production level.
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The $1,500 Visa card is a straightforward reward producers can use nearly anywhere.
Laptop Option
Choose from MacBook Pro, MacBook Air, or Microsoft Surface Pro options.
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Producers can choose one of three laptop options: MacBook Pro, MacBook Air, or Microsoft Surface Pro. Contact EverVest for current model availability.
$350,000 Level
When a producer writes $350,000 in qualifying premium, they are eligible to choose one of the four options below.
10 Pre-Qualified Leads
Exclusive, pre-qualified annuity leads ready for the sales process.
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Receive 10 pre-qualified annuity leads that are exclusive to you and ready to begin the sales process.
TPC Sawgrass Golf Vacation
Golf vacation for two in Ponte Vedra Beach, Florida.
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Play where the pros play with a golf vacation for two at TPC Sawgrass in Ponte Vedra Beach, Florida.
- Two-night stay at Sawgrass Marriott Golf Resort.
- One round on The Players Stadium Course.
- One round on Dye’s Valley Course.
- Airfare not included.
$2,000 Visa Card
A flexible cash-card option at the $350,000 production level.
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The $2,000 Visa card is a simple reward option producers can use nearly anywhere.
Tech Bundle
Choose an Apple or Microsoft/Samsung device bundle.
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Choose either a MacBook and iPhone bundle or a Microsoft Surface Pro and Samsung Galaxy smartphone bundle. Contact EverVest for current model availability.
You don’t have to wait to ask questions.
Whether you’re comparing IMOs or already writing annuity business elsewhere, EverVest can help you understand what working with us could look like.
$500,000 Level
When a producer writes $500,000 in qualifying premium, they are eligible to choose one of the four options below.
FMG Connect™
Website, content, social, email, and automated campaign support.
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FMG Connect helps producers stay top of mind through a modern website, relevant content, email and social sharing, and automated campaigns.
EverVest covers the cost for one year, subject to current program rules.
AnnuityGen
Tools for annuity positioning, suitability support, and compliant records.
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AnnuityGen supports a more organized annuity sales process with calculators, product comparisons, carrier information, and recordkeeping tools.
EverVest covers the cost for one year, subject to current program rules.
$4,000 Visa Card
A flexible cash-card option at the $500,000 production level.
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The $4,000 Visa card is a flexible reward option producers can use nearly anywhere.
Levitate Marketing
Keep-in-touch marketing program covered for one year.
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Levitate provides keep-in-touch marketing features such as personal email campaigns, content strategy support, marketing coaching, contact management, reporting, and analytics.
EverVest covers the cost for one year, subject to current program rules.
$750,000 Level
When a producer writes $750,000 in qualifying premium, they are eligible to choose one of the four options below.
FMG Attract™
SEO website, automation, lead generation, and local search support.
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FMG Attract is built around a modern SEO-focused website, automated email campaigns, lead generation tools, and local search optimization.
EverVest covers the cost for one year, subject to current program rules.
TaylorMade Golf Set
Complete Stealth 2 clubs plus custom golf balls and branded golf bag.
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Receive a new complete set of TaylorMade RBZ clubs, plus custom golf balls and a custom golf bag with your business logo. Confirm current product details with EverVest.
$5,500 Visa Card
A flexible cash-card option at the $750,000 production level.
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The $5,500 Visa card is a flexible reward option producers can use nearly anywhere.
Streaming TV Ad Campaign
A 30-second video ad and targeted streaming TV campaign.
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This perk includes production of a 30-second video ad to brand or promote your business, plus a targeted 4-6 week streaming TV advertising campaign in selected ZIP codes.
EverVest covers up to $5,500 toward the campaign through its advertising agency partner, subject to current program rules.
$1,000,000 Level
When a producer writes $1,000,000 in qualifying premium, they are eligible to choose one of the four options below.
Home Theater Package
Premium home theater package valued at $8,000.
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This package includes a premium large-format LG OLED TV, wall mount, Bose home theater system, and HDMI cable package.
The published package value is $8,000. EverVest covers the cost and arranges delivery to the producer’s home, subject to current program rules.
Alaska Cruise for 2
Nine-day Holland America Line cruise with airfare and spending cash.
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The Alaska cruise reward includes a nine-day Holland America Line cruise for two, airfare, balcony stateroom, and $1,000 spending cash. Contact EverVest to discuss specific dates and travel details.
$7,500 Visa Card
A flexible cash-card option at the $1,000,000 production level.
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The $7,500 Visa card is a flexible reward option producers can use nearly anywhere.
Kauai Vacation for 2
Seven-day Hawaiian vacation with airfare, rental car, and spending cash.
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This Kauai vacation for two includes a seven-day stay at Koloa Landing Resort & Resort in Koloa, Hawaii, an ocean view room, airfare, rental car, and $1,000 spending cash. Contact EverVest to discuss specific dates and travel details.
Want to see if EverVest is a better home for your annuity business?
Fill out the form and let us know you’re interested. You can also call or email us directly. We’ll help you understand next steps, available support, and how to start working toward Producer Perks.
Tell us you’re interested.
Use the form below and an EverVest team member can follow up with you.
Producer Perks Page Form
More support. More momentum. More reasons to write with EverVest.
Producer Perks is built to reward production, but EverVest is built to support the producer behind the production. Let’s talk about how we can help you grow.
Important: Reward availability, eligibility, production requirements, program rules, specific models, travel details, vendors, and redemption details may change.