Life Advisor Physical Hall of Fame

Qualification Criteria

TOP 43 Life Advisors

Entry Gate

Repeat 85%
MDRT 13th Month
(Production year 2021) Persistency
Note :-
Ranking will be done on following logic
a) TOT or COT
b) 3 or more time MDRT Qualifiers including current year status.
c) 2 time MDRT Qualifiers ranking based on APE done from 1st Jan to 31st Dec’21
d) If the number of repeat MDRT is < 43,then the balance will be selected from 1st time MDRT on the converted APE ( 1st Jan – 31st
Dec 2021 ).
 Partner Physical Hall of Fame
Qualification Criteria
TOP 3 Chief Agency Partner (CAP)
Entry Gate
Minimum 85%
10 Crore APE 13th Month
(Apr’21-Mar’22) Persistency

TOP 2 Senior Agency Partner (SAP)

Entry Gate

Minimum 85%
3 Crore APE 13th Month
(Apr’21-Mar’22) Persistency
 APE achievement ( Direct+L1+L2) ( Apr’21-Mar’22)
 Ranking based on APE Achievement (Apr’21-Mar’22)
 Partner Physical Hall of Fame
Qualification Criteria
TOP Direct Partner Office (DPO)
Entry Gate
Minimum 85%
2 Crore APE 13th Month
(Apr’21-Mar’22) Persistency
TOP 20 Golden Circle Club Member (GCC)
Entry Gate
Minimum
1 Crore APE 85%
from Direct Team 13th Month
(Apr’21-Mar’22) Persistency
 APE Achievement ( Direct+L1+L2) ( Apr’21-Mar’22)
 Ranking based on APE Achievement (Apr’21-Mar’22)
 If the total number of GCC is less than 20 then the Zonal Top CAPs for unrepresented zones in order to total team business.
 Terms and Conditions
 Hall of Fame Program is applicable for all Life Advisors, self code of Agency Partners
 TOT 2021, COT 2021 and MDRT2021 status based on Production year 2021.
 APE Achievement calculation period for Hall of Fame Qualification of Agency Partners
 Login from 1st April’21 to 31st March’22 and conversion till 31st March’22.
 Product Weightages for APE calculation:-
 Regular Traditional Plans @100%
 Regular ULIP @37.5%
 All Single policies @10%
 Kotak Guaranteed Savings Plan-Minimum Premium

Premium Paying Minimum Yearly

Product Premium Term Half Yearly Quarterly Monthly
Term Premium

14/16 7 Pay/8 Pay 100,000 50,000 25,000 10,000

KGSP
15/20 10 Pay 50,000 25,000 15,000 10,000

 All policies calculations are based on login and conversions during Qualification period only.
Hall of Fame Qualification for Life Advisors ranking will be done on following logic
a) TOT or COT
b) 3 or more time MDRT Qualifiers including current year status.
c) 2 time MDRT Qualifiers ranking based on APE done from 1st Jan to 31st Dec’21.
d) If the number of repeat MDRT is < 43,then the balance will be selected from 1st time MDRT on the converted APE ( 1st Jan – 31st Dec 2021 ).
Terms and Conditions
 APE Calculation for Hall of Fame Qualification – LA & Partners.
 APE achievement ( Direct+L1+L2) will be considered for Partners Hall of Fame Qualification.
 Partners Ranking based on APE Achievement (Direct+L1+L2) (Apr’21-Mar’22).
 All policies calculations are based on login and conversions during Qualification period only.
 Data as per Life Asia will be considered for the contest.
 Only In force policies at the time of running final results will be considered for the contest.
 Non-compliance of ethics & compliance guidelines will lead to disqualification.
 This is an internal scheme offered to the employees of the company on sole discretion of Kotak Life Insurance, any terms conditions & issues
related to the scheme cannot be questioned outside the Company. In all cases Kotak Life Insurance’s decision would be final and binding.
 Application, interpretation or modification of any of the terms & condition including Contest Logins & Conversions Extension will be as per the
decision of Head of Distribution.
 Terms and conditions apply.
 For internal circulation only.
Thank You !!