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MASTERS COUNCIL
PRUDENTIAL
Your dedication deserves recognition
Welcome to the Gold level of the Prudential Masters Council,
an exclusive program created to recognize your exceptional achievements in retirement income planning. Through this program, you can enjoy recognition and an enhanced level of service and support.
Bookmark this digital portal to easily and seamlessly access your rewards and program information.
RECOGNITION
Masters Council acknowledges your commitment to helping clients meet their retirement challenges. We look forward to continuing to provide opportunities that help increase your exposure and recognize your achievements.
Use the resources below to share your achievement.
You can print out your personalized certificate from the link in your congratulatory email.
SPECIAL ADVERTISEMENTS
MASTERS COUNCIL LOGOS
VIDEO CONFERENCE
BACKGROUND
SOCIAL MEDIA
ANNOUNCEMENTS
Press Release
Special Advertisements
Masters Council Logos
Zoom/Video Conferencing
Background/Design File
Social Media Announcements
Designed to recognize your outstanding achievement in annuity sales. Use it to showcase your achievement.
Edit these ads with your
firm information and a
photo. Use them to promote your Masters Council membership to current and prospective clients.
Set yourself apart with exclusive Masters Council logos. Use them on your business card, letterhead, website, or any place that allows you to showcase
your association with
Masters Council.
Use this high-end image as a background for your video conferences and meetings.
Choose from two announcements to use on
the social media platform
of your choice. Share your accomplishment, your dedication to the clients you serve, and your expertise in financial planning.
Enjoy enhanced service from your dedicated Service Team. You can reach the Service Support Team at 877-234-0762. For even more details on your benefits, use the arrows below to scroll through more information.
BENEFITS
877-234-0762
Scan with your phone to add to your contacts
Prudential offers various communication modes to best suit your preferences. Masters Council qualifiers gain access to an exclusive hotline, 877-234-0762, staffed by an experienced team of knowledgeable representatives; you also have the option to send inquiries to a dedicated, monitored email box with a targeted same-day response.
Ease of Doing Business
Your Masters Council membership means you have a dedicated team to answer your questions about your Annuities Book of Business. We have extensive knowledge about all of Prudential’s annuity products and procedures and can assist you with personalized service on all post-issue requests.
Enhanced Post-Issue Care
The Masters Council Hotline also gives you direct access to our Advanced Planning and Solutions Group. This team of highly experienced individuals can assist you with clients' retirement, income, estate planning, and small-business owner needs.
Access to the Advanced Planning and Solutions Group
We work to ensure that your Transfer of Assets requests are sent to resigning carriers with haste, via overnight delivery (or fax where applicable) once in good order. Follow-ups with the resigning carrier are done to ensure receipt and confirm turnaround times.
Expedited Service
Prudential strives to deliver best-in-class service with a focus on problem avoidance. If problems arise, we will work with you closely to resolve them with intent to prevent them in the future.
Problem Resolution
QUALIFICATIONS
You qualify for Gold services under the Masters Council program if you have annuity sales greater than or equal to $1 million within a given year. This total includes initial sales and subsequent premiums. There is no criteria for a specific number of contracts to qualify for Masters Council.
Please note that program details and qualification criteria are subject to change.
Qualifying Criteria
In some instances, you may team up with other financial professionals to generate annuity sales by splitting commissions. One person in the partnership must achieve $1 million in annuity sales for the associated partners to become Masters Council members. To make sure you receive the recognition you deserve, partners identified during the semi-annual validation process by the National Sales Desk will be included as members of the Masters Council.
Partnerships
The qualifying period for Masters Council is from January 1 to December 31 of any given year.
New members qualify for the program on a semi-annual basis.
New Masters Council members will be included in the program for the balance of their qualifying year plus the following year. For instance, if you qualify for Masters Council in the second half of 2023, your membership would end on December 31, 2024.
Masters Council membership can be extended if you continue to meet the qualifying criteria. Using the above example, if in the first half of 2024 you produce another $1 million in annuity sales, your membership would then be extended to December 31, 2025.
Qualifying Period
Variable, Indexed Variable, Fixed, and Fixed Indexed Annuities count toward qualifying you for Masters Council recognition. Please note that this excludes SPIA sales.
Eligible Products for Masters Council Membership
Start enjoying your rewards today
Annuities are issued by The Prudential Insurance Company of America, Pruco Life Insurance Company, and, in New York, by Pruco Life Insurance Company of New Jersey, located in Newark, NJ (main office). Variable annuities are distributed by Prudential Annuities Distributors, Inc., Shelton, CT. All are Prudential Financial companies and each is solely responsible
for its own financial condition and contractual obligations.
This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any clients or prospective clients. The information is not intended as investment advice and is not a recommendation about managing or investing a client’s retirement savings. Clients seeking information about
their particular investment needs should contact a financial professional.
The brochure and recognition identified within are exclusive to The Prudential Insurance Company of America Masters Council Program.
This program is procedurally administered in compliance with all applicable regulations. Recognition and enhanced service opportunities are available to Masters Council qualifiers only. Sales and marketing support and access to training and education programs are available to all financial professionals, regardless of production.
© 2023 Prudential Financial, Inc. and its related entities. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC.
1049657-00003-00 Ed. 08/2023 ISG_DG_ANN119_01
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Single point of contact (service-wide)
Post-issue block of business management
Problem avoidance analysis and post-issue reporting
Services Offered
PLATINUM
GOLD
LEVEL
GOLD
PRESS RELEASE
Remember:
QUALIFICATIONS
BENEFITS
RECOGNITION
2023 TO 2024 Gold Level, Masters Council, Prudential
Service hotline
Dedicated mailbox
Dedicated post-issue case management
Advanced Planning and Solutions Group
Overnight mail of Transfer of Assets requests
Exclusive
Masters Council Hotline
Platinum only: Single point of contact (service-wide)
Post-issue block of business management
Problem avoidance analysis and post-issue reporting
Gold and Platinum: Service hotline
Dedicated mailbox
Dedicated post-issue case management
Advanced Planning and Solutions Group
Overnight mail of Transfer of Assets requests
Program details and qualification criteria are subject to change.
Gold Status: $1M – <$4M Annual Sales
Platinum Status: $4M+ Annual Sales
Disclosure:
QUALIFYING CRITERIA
PARTNERSHIPS
QUALIFYING PERIOD
ELIGIBLE PRODUCTS
ELIGIBLE PRODUCTS
QUALIFYING PERIOD
PARTNERSHIPS
QUALIFYING CRITERIA
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