For annuity and retirement income advisors
Pay for retirement appointments that show up.
We run the ads, send the prospect a short annuity explainer, verify on the phone that they clear the asset minimum we set with you, and book them onto your calendar. You pay per held appointment. A no-show is replaced, not billed.
Run your own numbers
What held appointments are worth to your book.
Move the sliders to your numbers.
Your numbers
drag to adjustPremium per closed case.
Fixed indexed annuities pay 5 to 8 percent.
Only appointments that show count. Everything else is replaced.
Held appointments that become a funded case.
Set by the prospect's assets. Slide to what you expect to pay.
Fees on the client's other assets, if you manage them.
Counted over 5 years, no growth assumed.
Only if you are licensed to charge one.
What you keep, a month
$85,000
$1,020,000 a year, on $240,000 of appointments. You get 5.25 back for every $1.
plus $75,000 in advisory fees over 5 years
- Commission per closed case $500,000 × 7% $35,000
- Closed cases per month 10 held × 30% close 3
- Gross commission per month $35,000 × 3 cases $105,000
- Appointment cost per month 10 held × $2,000 $20,000
- Advisory fees over 5 years, this month's cases $500,000 × 1% × 5 years × 3 cases $75,000
One closed case pays for the whole month. $35,000 against $20,000.
Illustration only. The outputs are arithmetic on the numbers you enter, not a projection of your results or a promise of any commission, close rate, or case size. Actual results depend on your market, your licensing, your close rate, and the products you sell. Advisory fees apply only to advisors licensed to charge them, on assets the client chooses to place under management. Slate books appointments and does not sell or recommend insurance products.
The same numbers, at every close rate
If you close 1 in 4, or 1 in 20.
Your case size, commission, appointments, and price from above, run down every close rate.
| If you close | Cases a month | Commission a month | You keep, a month | You keep, a year | Back per $1 |
|---|
Appointments cost $20,000 a month on every row, already taken out of both keep columns. You break even at a 5.7% close rate, about 1 in 18. Every close rate above that pays.
Company overview
The program, in nine slides.
The overview we send advisors before the first call: where the appointments come from, how each one is screened and booked, and who does the work.
