REDBIRD ADVISORS
See what your annuity sales funnel can produce and what it takes
to reach your annual production goal.
How are you generating annuity opportunities?
Seminar Performance
Enter the actual or projected results from one seminar
marketing campaign.
$
Annuity Sales
Enter the number of sales and average premium by
annuity product.
Fixed Indexed Annuity
FIA
FIA
$
%
Multi-Year Guaranteed Annuity
MYGA
MYGA
$
%
Single Premium Immediate Annuity
SPIA
SPIA
$
%
Commission assumptions are estimates. Actual compensation varies
by carrier, product, issue age, surrender period, state and agent
contract. Adjust these percentages to reflect your actual
compensation.
by carrier, product, issue age, surrender period, state and agent
contract. Adjust these percentages to reflect your actual
compensation.
Total Annuity Premium
$0
$0
Gross Commission
$0
$0
Net After Marketing
$0
Sales Funnel Performance
Appointment Set Rate
0%
Appointment Keep Rate
0%
0%
Annuity Close Rate
0%
0%
Total Annuity Sales
0
0
Seminar Marketing Economics
Cost Per Attending Household
$0
$0
Cost Per Appointment Set
$0
$0
Cost Per Kept Appointment
$0
$0
Cost Per Annuity Sale
$0
$0
Cost Per $1M Premium
$0
$0
Projected Marketing ROI
0%
0%
Scale My Annuity Business
Use your current sales funnel to estimate what it takes
to reach your annual annuity production goal.
$
Annuity Sales Required
0
0
Kept Appointments Required
0
0
Appointments Set Required
0
0
Attending Households Required
0
Estimated Seminar Marketing Investment
$0
Projected Gross Commission
$0
$0