financial advisors




At Summit, our goal is to provide more than competitive products and payouts. While we believe that service is the cornerstone of what we do, we strive to provide our financial advisors with the rewards and recognition they deserve for their contribution toward the success of Summit. As a result, we offer a number of benefits to our advisors, many of which are unique to our Firm.

  • We provide stock option grants to each and every financial advisor generating a minimum gross production per year. While other firms may call their financial advisors stakeholders or partners, at Summit this is truly the case.
  • Membership in either our Chairman's Club or President's Club depending on your production level. Members attend an all-expense paid annual retreat designed to provide you with the opportunity to interact with other large producers in an elegant environment. Previous retreats have been held at The Fairmont Scottsdale Princess; The Ritz-Carlton San Juan Hotel, Spa and Casino; Los Sueños Ocean and Golf Resort in Costa Rica and on luxury cruise ships.
  • Availability of health insurance through a separate group plan.
  • Extensive business development opportunities including training and practice support.

Click here for pictures from our 2007 Summit National Convention

Summit's Chairman's and President's Club members enjoyed a trip to Scottsdale, Arizona, at the beautiful Fairmont Scottsdale Princess Hotel. Click Here