Career General Agents

The conference qualification period is Jan. 1, 2025 through Dec. 31, 2025.

QUALIFICATION RULES

The Dayton H. Molendorp Excellence in Agency Leadership winner during the eligibility period is eligible for an invitation. Other general agents may qualify for an invitation to the OneAmerica Financial^® 2026 Chairman’s Trip by meeting the following requirements:

$2,300,000 agency Qualifying FYC; and,
91% or greater on the December, 31, 2025 persistency report.

Alternative Qualification:

$4,500,000 Total FYC
*based on the December 31, 2025 Leaders' Report.
Minimum $750,000 Life FYC
91% or greater on the December 31, 2025 persistency report.

GENERAL TRIP INFORMATION

Attendance at the OneAmerica Financial^® 2026 Chairman’s Trip is by invitation only.
Interpretation of the qualification rules and ultimate issuance of invitations are at the discretion of the company.
When the agency has co-GAs, the agency eligibility requirement is $3,000,000 for both GAs to be qualified for invitations to the OneAmerica Financial^® 2026 Chairman’s Trip.
No substitutions or compensation will be given in the event a GA cannot attend the trip.
OneAmerica Financial will pay eligible expenses for the GA qualifier who has been extended an invitation and one guest age 18 or older.
No additional expenses will be allowed for an invitee attending without a guest.
OneAmerica Financial reports taxable expenses to the IRS, as required by law.
Only GAs holding an active AUL GA contract on the actual dates of the trip may attend.

GLOSSARY OF TERMS

Qualifying FYC defined

“Qualifying FYC” is annualized paid first-year commissions from OneAmerica Financial company product sales, with at least 50% coming from ILFS life insurance. OneAmerica Securities gross dealer concessions (GDC) are included in the calculation, weighted at 50% of the GDC rate. We include all FYC from ILFS and Employee Benefits paid business.

Lives credit

One lives credit is given for the sale of each:

Individual life policy
Individual annuity policy
Group life contract

Note: Riders, OneAmerica Securities sales do not count toward any lives credit.

Persistency

Persistency will be measured as of Dec. 31, 2025. It is based on the number of ILFS life insurance policies issued during the prior 36 months adjusted for those policies that lapsed in the last 12 months. Both premium persistency and policy persistency are determined, and the better rate of the two is used. To be eligible to attend OneAmerica Financial^® 2026 Chairman’s Trip, the agent must achieve a persistency rate of at least 91.00%.