Discounts for Preferred Occupations Help Attract Clients

Platinum Advantage offers strong coverage to protect your clients’ financial futures. It minimizes income gaps and provides a safety net in case of a serious illness or injury.

And everyone likes a discount. If it’s based on your client’s career, even better.

Who’s Included in Preferred Occupations?

The 5A occupations eligible for the Preferred Occupation Discount include:

• Actuaries (Fellow or MAAA)
• Attorneys (including judges with law degree)
• CPAs
• Data scientists (advanced data analytics) with master’s degree or Ph.D.
• Engineers with professional engineering license or degree (e.g., civil, mechanical, etc.)
• Executives earning at least $75,000 per year in each of the last two years, three years in the same occupation
• Other office workers with managerial duties and no manual duties, earning at least $75,000 per year in each of the last two years, three years in the same occupation; the following occupations are excluded:
  • Sales
  • Computer science/IT
  • Consultants
  • Insurance producers, financial advisors and financial planners
• Ph.D. economists
• Ph.D. scientists (minimum of Ph.D., office and laboratory duties only)

Strong Coverage and Discounted Rates

Platinum Advantage allows your clients to combine discounts to maximize their savings. See the Premium Discounts flyer to see if your client qualifies for any combination of discounts.

Have questions about our preferred occupations? Consult your General Agent for more information.