Run your numbers

What held meetings are worth to your book.

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Held meetings10

Only meetings that happen count. No-shows are replaced, not billed.

Price per held meeting$1,000

Set by the prospect's investable assets and your package. We go through the rate card on the call.

Close rate25%

Held meetings that become a funded case.

Fixed annuities

Average annuity case$250,000

Commission rate7%

Fixed indexed annuities pay 5 to 8 percent.

Add managed assets Fees on the client's other assets, if you manage them.

The same meetings, at every close rateYour meetings, price, case size and commission from above.

Book a call

We walk through the rate card and your numbers together.

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. Advisory fees apply only to advisors licensed to charge them. Regency Leads books appointments and does not sell or recommend insurance products.