The deal
Clean numbers across every line.
Product economics
Annuity commissions
Full street
No tiers, no haircut
Life insurance comp
Full street
All carriers
RIA platform fee
25 bps
Drops to 15 bps above $100M AUM
Marketing credits
$25K
Forgivable — 100% at 24 months
Accelerator advances
Up to 1.8%
Of annual premium — funded in 48 hrs
Included — at no added cost
Radio
TV
Advisor Films
Magic Meetings
Pay-Later Marketing
Edge
Grow
Blueprint
Peak