Our Program Levels
Our preferred colleagues have the chance to earn additional support at several different levels based on the level of assets managed by LVZ. Contact us for more information on how you can become one of our preferred colleagues.
01
PLATINUM
CLUB
Our Platinum Club colleagues have $20 million in assets under management. They receive all Gold Club benefits, plus:
• Additional cooperative marketing support
• Educational conference allowance
• An invitation and a larger travel stipend to attend the annual LVZ Summit
02
GOLD
CLUB
Our Gold Club colleagues have $10-20 million in assets under management. They receive all Silver Club benefits, plus:
• Additional cooperative marketing support
• On-site, one-on-one staff member training
• Client appreciation events
• Business succession planning: purchase on death agreements and salary continuation
• Personal calls schedules with our research team
• An invitation and larger travel stipend to attend the annual LVZ Summit
03
SILVER
CLUB
Our Silver Club colleagues have $3-10 million in assets under management. They receive:
• Cooperative marketing support
• Quarterly conference calls with the LVZ partners
• Pre-populated forms with client authorization
• An invitation and travel stipend to attend the annual LVZ Summit
AUMs are calculated as of the close of business on December 31 of each year.
LVZ will send multiple emails notifying you of an upcoming call.
New accounts funded with money not currently being managed by LVZ.
No, they will not.
No. Reimbursements will either be used as defined or lost.
Only if that amount or more was spent.
No. Benefits are available for one year following the calculation and will reset every December 31.
1. Contact LVZ for approval.
2. Select one of the following methods:
• Submit an invoice for an approved item. LVZ will pay the invoice directly.
• Submit proof of payment for an approved item, then submit a reimbursement form to your broker-dealer. LVZ will submit payment for the item to your broker-dealer.
