Each package runs about 2 months. 6 per year = 6 shows per month.
For team practices splitting one package
Only if you are Series 65 or RIA affiliated and can bill advisory fees.
Share of closed cases that also capture assets under management.
Defaults to the half of movable money not placed in the annuity.
Your projected commission
$64,000
2 closed x $32,000 per case
Commission per closed case
$400,000 annuity x 8%
$32,000
Qualified shows in this package
12 guaranteed shows
12
Expected closed cases
2.4 expected, we count 2
2
Total qualified movable assets
12 shows x $800,000 avg movable ($400,000 annuity = 50%)
$9,600,000
Your year one at 6 reorders
Year one qualified shows
12 shows x 6 reorders
72
Year one closed cases
2.0 cases x 6 reorders
12
Year one commission
12 cases x $32,000
$384,000
Year one advisory fees
6 AUM cases x $400,000 x 1.00%
$24,000
Year one projected revenue
$408,000
One closed case earns $32,000. At 6 orders this year, that is $408,000 in projected revenue.
Book a Strategy Call| Package | Shows | $1M+ Shows | Avg Annuity Written | Commission per Case | Commission | Advisory Fees | Total Revenue |
|---|---|---|---|---|---|---|---|
| Silver$250K+ Qualified Movable | 12 | No minimum | $400,000 | $32,000 | $64,000 | $4,000 | $68,000 |
| Gold$500K+ Qualified Movable | 25 | ~10 (40%) | $500,000 | $40,000 | $200,000 | $12,500 | $212,500 |
| Platinum$750K+ Qualified Movable | 50 | ~30 (60%) | $625,000 | $50,000 | $500,000 | $31,250 | $531,250 |
Qualified show counts are exact and guaranteed. No-shows and cancellations are replaced and never count toward your package.
This calculator is an illustration built from the numbers you enter. It is not an income claim, earnings projection, or guarantee of results. Individual outcomes vary based on market, experience, effort, and other factors. Annuity writing requires appropriate licensure in your state. Advisory fee revenue requires Series 65 or RIA affiliation.