How does a sales mix affect assets, pay, and practice value?
Evaluates how changing a future sales mix affects assets and pay. Handles any returns, fee schedule, payout, book of business, and most products. Displays assets, gross and net pay. Practice value is derived from the results. For example, it compares moving $5 million in sales from A-shares to C-shares and annuities. 5) Lump Sum Calculator How do prices and return affect assets and pay? Evaluates how a single trade affects assets and pay. A book of business is not modeled. Advisor assets and pay are displayed for different sales mix, pricing, or return scenarios. Compare, for example, an annuity paying 6% and no trail to one paying 4% and a 0.5% trail. It handles any returns, fee schedule, and most products. 6) College Savings Calculator What is the best way to save for college? Analyzes almost any college savings strategy. Displays pre- and post-tax wealth, net of state and federal tax! Handles almost any account type (529, UGMA, Roth, ESA, annuity, etc.), underlying investment, contr
