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Investment Income Comparison Calculator
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Created by: Ron Leynes
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ENCORE CAREER
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Managed AccountsRetail Mutual Funds / Annuities (Trail Income)Sum of MA and Retail annual incomeInvestment equivalent amount needed at 5% withdrawalCustomize Income Scenarios
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YearAUMAnnual IncomeMonthly IncomeAUMAnnual UpfrontAnnual TrailAnnual IncomeMonthly Incomeby changing the cells highlighted HERE
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Start
$0$0$0$0$0$0$0$0$0Managed Accountsmonthly amount needed to get to your aum
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1$1,000,000$4,250$354$1,000,000$21,250$950$22,200$1,850$26,450$529,000Current Managed AUM$0
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2$2,090,000$8,883$740$2,080,000$21,250$1,976$23,226$1,936$32,109$642,170Annual Investment Production$1,000,000 $70k/mo @9% = 5 years = $5M = < 1 client/mo
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3$3,278,100$13,932$1,161$3,246,400$21,250$3,084$24,334$2,028$38,266$765,320Rate of Return (Annual)9%
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4$4,573,129$19,436$1,620$4,506,112$21,250$4,281$25,531$2,128$44,967$899,332Average Advisory Fee1.00%
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5$5,984,711$25,435$2,120$5,866,601$21,250$5,573$26,823$2,235$52,258$1,045,166Contract LevelRegional Leader42.50%In the next 5 years is easier to have saved $875,000 or to find $1M/yr in MA and $1M/yr in Retail?
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6$6,523,335$27,724$2,310$6,335,929$0$6,019$6,019$502$33,743$674,866New Production (# of Years)
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7$7,110,435$30,219$2,518$6,842,803$0$6,501$6,501$542$36,720$734,400Stop After (Year)5that would be 4 average 50 year old 401k rollovers/yr
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8$7,750,374$32,939$2,745$7,390,228$0$7,021$7,021$585$39,960$799,196
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9$8,447,907$35,904$2,992$7,981,446$0$7,582$7,582$632$43,486$869,720Retail Mutual Fund / Annuities (Trails)
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10$9,208,219$39,135$3,261$8,619,962$0$8,189$8,189$682$47,324$946,478Current Retail MF/Annuities AUM$0
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11$10,036,959$42,657$3,555$9,309,558$0$8,844$8,844$737$51,501$1,030,023Annual Investment Production$1,000,000 5.00%
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12$10,940,285$46,496$3,875$10,054,323$0$9,552$9,552$796$56,048$1,120,956Rate of Return (Annual)8%42.50%38.00%
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13$11,924,911$50,681$4,223$10,858,669$0$10,316$10,316$860$60,997$1,219,932Average Initial Investment AmountAnnuities
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14$12,998,153$55,242$4,604$11,727,362$0$11,141$11,141$928$66,383$1,327,663Contract LevelRegional Leader
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15$14,167,987$60,214$5,018$12,665,551$0$12,032$12,032$1,003New Production (# of Years)
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16$15,443,105$65,633$5,469$13,678,796$0$12,995$12,995$1,083Stop After (Year)557.00%
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17$16,832,985$71,540$5,962$14,773,099$0$14,034$14,034$1,170Plan B
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18$18,347,953$77,979$6,498$15,954,947$0$15,157$15,157$1,263Shape Your Own Future
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19$19,999,269$84,997$7,083$17,231,343$0$16,370$16,370$1,364A company for Everyone
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20$21,799,203$92,647$7,721$18,609,850$0$17,679$17,679$1,473Get to Know Primerica
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21$23,761,132$100,985$8,415$20,098,638$0$19,094$19,094$1,591Business Overview White Lable
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22$25,899,634$110,073$9,173$21,706,529$0$20,621$20,621$1,718Dream Career
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23$28,230,601$119,980$9,998$23,443,052$0$22,271$22,271$1,856Building an Advisory Business
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24$30,771,355$130,778$10,898$25,318,496$0$24,053$24,053$2,004In the next 5 years is easier to have saved $1M or to find $1M/yr in MA and $1M/yr in Retail?Let's talk about it
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25$33,540,777$142,548$11,879$27,343,976$0$25,977$25,977$2,165that would be 4 average 50 year old 401k rollovers/yr
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26$36,559,446$155,378$12,948$29,531,494$0$28,055$28,055$2,338
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27$39,849,797$169,362$14,113$31,894,013$0$30,299$30,299$2,525
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28$43,436,278$184,604$15,384$34,445,534$0$32,723$32,723$2,727
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29$47,345,543$201,219$16,768$37,201,177$0$35,341$35,341$2,945
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30$51,606,642$219,328$18,277$40,177,271$0$38,168$38,168$3,181
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31$56,251,240$239,068$19,922$43,391,453$0$41,222$41,222$3,435
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32$61,313,852$260,584$21,715$46,862,769$0$44,520$44,520$3,710
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33$66,832,098$284,036$23,670$50,611,791$0$48,081$48,081$4,007
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34$72,846,987$309,600$25,800$54,660,734$0$51,928$51,928$4,327
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35$79,403,216$337,464$28,122$59,033,593$0$56,082$56,082$4,673
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36$86,549,506$367,835$30,653$63,756,280$0$60,568$60,568$5,047
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37$94,338,961$400,941$33,412$68,856,782$0$65,414$65,414$5,451
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38$102,829,468$437,025$36,419$74,365,325$0$70,647$70,647$5,887
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39$112,084,120$476,358$39,696$80,314,551$0$76,299$76,299$6,358
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40$122,171,690$519,230$43,269$86,739,715$0$82,403$82,403$6,867
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Total Compensation
$6,052,337
Total Compensation
$1,159,312
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The intended use of this calculator is for informational, educational and training purposes only. All projections are hypothetical.
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https://www.advisorpedia.com/research/advisor-shortage-is-real-and-concerning/
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