Sunnier Days Are Ahead in San Diego!

TASC is excited to continue our industry-leading Provider Incentive Program (PIP), a lavish reward offer that celebrates your 2025 performance with the ability to earn a 5-day, 4-night all expenses paid trip to the Omni LaCosta Resort & Spa in Carlsbad, California from April 20‐ 24, 2026.

Relaxation, education
and connection

TASC’s 2025 top performing providers can take advantage of all that Southern California is famous for when you qualify for a 5-day, 4-night all-expenses-paid trip at the magnificent Omni LaCosta Resort & Spa in Carlsbad. Soak in the relaxation, reinvigorate your soul, reconnect with colleagues and learn from industry experts.

If you’re looking to be active in your relaxation hit the links at one of the two championship golf courses. If golf isn’t on your list of relaxing sports maybe you’ll find what you’re looking for at one of 12 tennis and 6 pickleball courts.

But that’s only part of what TASC partners will experience at the luxurious resort, which is home to a variety of vibrant fine and casual dining options. You’ll be wined and dined, experience exclusive excursions and soak in the exquisite sunshine of California.

At the same time, you’ll have the chance to connect with colleagues and learn from industry experts. It’s a winning formula that honors your achievement and dedication to TASC while also driving future success.

Ultimate luxury awaits

Surrounded by natural beauty and tucked away in a secluded area of Carlsbad, Omni La Costa Resort & Spa offers an exclusive experience to relax your mind, body and soul. Break away from the ordinary and partake in our Southern California blend of relaxation, entertainment and comfort.

When you stay at Omni La Costa Resort & Spa, you’ll never run out of options for activities. Enjoy a round of golf at the resort’s championship courses or explore attractions nearby

Looking for ultimate relaxation? Unwind at one of eight swimming pools, book an appointment at The Spa at La Costa or indulge in some retail therapy at some of Carlsbad’s premier shopping centers.

DEDICATION TO DELIVERING

How to navigate to San Diego

The PIP program is our way of thanking you for your diligence in representing TASC. In 2025, the 40 top-producing Providers (minimum business worth $35,000 will qualify for this trip. All Providers producing a minimum of received and issued group service offerings business worth $50,000 are guaranteed the trip. At the $80,000 level the Provider will earn one (1) additional trip from the same office (attendee must be actively engaged in the business).

All program incentives are based on production value as such: Declared Value of Annualized Fees x Production Value Multiplier = Production Value.

TASC’s PIP program incentives are earned as follows:

Production value for all Universal Benefit Account Service sales equals 2.0 times the declared value of the first-year administrative fees.
Production value for all other TASC sales will equal 1.0 times the declared value of the first-year administrative fees.

Additional ways to earn

On the way to earning a trip to San Diego, TASC providers can earn an unlimited amount in cash rewards through our quarterly bonus program, an unrivaled perk that is offered for each TASC service sold. This boost is simply the best in the business and increases your income on new and renewed TASC sales. Providers earn a 7.5% bonus each quarter that they reach a minimum of $7,500 in sales. See the below grids for additional details and examples.

Quarterly Qualifiers Cash Bonus
Received and issued business worth at least $7,500 in FIRST QUARTER…	Cash Bonus equal to 7.5% of first quarter fees for each TASC service sold.
Received and issued business worth at least $7,500 in SECOND QUARTER…	Cash Bonus equal to 7.5% of second quarter fees for each TASC service sold.
Recieved and issued business worth at least $7,500 in THIRD QUARTER…	Cash Bonus equal to 7.5% of third quarter fees for each TASC service sold.
Received and issued business worth at least $7,500 in FOURTH QUARTER…	Cash Bonus equal to 7.5% of fourth quarter fees for each TASC service sold.

Quarterly Qualifiers Cash Bonus Example

	Q1	Q2	Q3	Q4	Total Production
Production Levels	$7,500	$8,500	$5,000	$15,000	$36,000
Bonus Percentage	7.5	7.5	7.5	7.5
Bonus Cumulative	$562.50	$637.50	$0	$1,125.00	$2,325.00

WANT TO JOIN US IN SAN DIEGO? SEE WHERE YOU STAND

As of 03/03/2025

Bolded names indicate trip qualifications have been met

Top Providers 1-20
Marsh USA, Inc. dba Marsh & McLennan Agency, LLC – New England	$36,432
M3 Insurance Inc.	$26,968
USI Insurance Services LLC	$12,475
Insurance Brokerage Alternatives, LLC	$11,364
The Benefits Group, Inc.	$10,283
Evergreen Benefits Group	$9,516
Benefit Concepts, Inc.	$9,425
Benetrends, Inc.	$9,371
James M. Morrison Insurance Services, Inc.	$8,146
Advocate Consulting Group, Inc.	$7,566
AssuredPartners, Inc.	$7,140
Nevont	$7,020
Davidson Camp Insurance Services, LLC	$6,716
The Baldwin Group Mid-Atlantic, LLC	$6,465
Think Outside The Tax Box, Inc	$6,400
The Nitsche Group	$6,327
Cadence Insurance, Inc.	$6,300
Morris and Garritano Insurance	$6,252
RBSK Partners, PC	$6,080
OUTSIDE THE BOX BUSINESS SOLUTIONS, LLC	$5,950

Top Providers 21-40
One Benefits Place, Inc.	$5,414
THZ Insurance Group	$5,013
HMA Group Holdings, LLC	$5,000
First State Insurance Agency, Inc. dba Trust GDC Insurance Services	$4,997
Raialife Partners, P.C.	$4,796
Muhlenkamp & Assoc Inc	$4,500
Southeast Planning Associates, Inc. dba Snider, Fuller and Stroh	$4,468
Opolis Insurance Solutions	$4,463
Boss Advisors, PLLC	$4,463
BASC Expertise of AZ LLC	$4,463
ADM Benefit Plans Agency, Inc.	$4,463
Tax Strategists of America LLC	$4,463
OnPay Insurance Agency, LLC	$4,408
University Financial Group, LLC	$4,296
Kinner & Company LTD	$4,214
Patriot Growth Ins Services, LLC dba Intrepid Solutions Ins Services	$4,200
USI Insurance Services National Inc	$4,064
Sangwon Lee	$3,885
Gallagher Benefit Services, Inc. – Indianapolis, IN	$3,882
KYO Consulting, LLC	$3,759

TASC's commitment to excellence

We are the largest privately-held benefits administrator in the country, and we reached this stature by being the industry’s most trusted and respected team, a group that aims to make the health, wealth and well-being of the people and communities we serve better.

TASC believes in rewarding excellence, and our Provider Incentive Program (PIP) has been doing that for more than 20 years. The partnerships in our Provider network, a robust team of brokers, agents, and financial planners who work with us, make it happen.

We appreciate your efforts in 2025 and anxiously anticipate celebrating your wins in San Diego from April 20‐ 24, 2026.

Sunnier Days Are Ahead in San Diego!

TASC is excited to continue our industry-leading Provider Incentive Program (PIP), a lavish reward offer that celebrates your 2025 performance with the ability to earn a 5-day, 4-night all expenses paid trip to the Omni LaCosta Resort & Spa in Carlsbad, California from April 20‐ 24, 2026.

Relaxation, education
and connection

Ultimate luxury awaits

Additional ways to earn

TASC's commitment to excellence

Resources

Documents

2025 PIP Flyer

2025 PIP Postcard

Videos

Sunnier Days Are Ahead in San Diego!

TASC is excited to continue our industry-leading Provider Incentive Program (PIP), a lavish reward offer that celebrates your 2025 performance with the ability to earn a 5-day, 4-night all expenses paid trip to the Omni LaCosta Resort & Spa in Carlsbad, California from April 20‐ 24, 2026.

Relaxation, education and connection

Ultimate luxury awaits

Additional ways to earn

TASC's commitment to excellence

Resources

Documents

2025 PIP Flyer

2025 PIP Postcard

Videos

Relaxation, education
and connection