Dial Tracker

Tally your activity throughout the day. Counts auto-save in this browser.

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Confidential · Client Intake

Client Needs Analysis

Please complete every applicable field. Information is kept confidential and used only to prepare your personalized recommendation.

Date
Advisor
1Client Information
Client Name
Spouse's Name
Email
Phone
Beneficiary — full name & relationship · space for two
2Income
Income Amount & Source — list each source separately (employer, SSA, pension, rental…)
3Housing & Expenses
Mortgage / Rent ($/mo)
Home Value
Amount Owing & Length Left
Other Debts — auto, credit card, student, medical
Utilities · Groceries · Other Bills — monthly
4Current Life Insurance
Cost
Amount
Company
Type
Length In Place
5Retirement & Savings
Check all that apply:
Details — provider, balance, contribution, vesting
6Vitals
Smoker
Age
Height
Weight
7Current Medications
Medication · Dosage · Frequency · Prescribing Physician
8Health Conditions
List all current & past conditions — include dates & treatment status
9Always Ask About
10Why — motivation for coverage / goals / family priorities
Confidential

Commission Desk

Track paid and pending commission, model your monthly target, and project income.

Commission Pipeline

Where you stand right now

Total Paid
$0
Sum of deposits entered
Pending Commission
$0
Unpaid commission owed
Note: This is a rough estimate; your actual payout may vary based on age, term, chargebacks, persistency, and other factors.

Pending policies · awaiting issue or pay

Edit Policy

What is this? Enter a dollar amount to manually override the pending commission for this policy. Use this if a chargeback, split, or other adjustment means the calculated amount is wrong. Leave blank to let the system calculate it automatically from AP × comp level and the payout schedule.
Monthly Production Calculator

Reverse-engineer your monthly AP target

Edit either money field — the other field solves automatically
90%
65%145%
80%
60%90%
300%
100%800%
Either — enter what you know
computed
$ AP / mo
or
computed
$ / mo
Enter your inputs to see your AP target.
Shop Bonus · Monthly Issued Paid

Production bonuses on top

Sell $20,000+ AP this month to start earning
The Long Game

What this looks like over 2 years

Same monthly production · backends compound
Build a Team

Layer overrides on top

Toggle on to model agency income

Team override calculator

Earn a percentage on every dollar of monthly AP your downline sells.

Solo for now. Flip the switch to model overrides on a downline.
Important Notes
  • Levels must be achieved 2 months in a row to take effect.
  • All metrics are based on issued paid business.
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MILESTONE
Congratulations!

Comp Grid

Carrier and product compensation by your level.

My Compensation Level: See what you earn on every product at your level
Or browse by carrier
Aetna
LevelWhole Life
145-
140144%
135137%
130130%
125125%
120120%
115115%
110107.5%
105100%
10092.5%
9585%
9077.5%
8570%
8070%
7570%
7070%
6570%
American Amicable
LevelWhole LifeTerm (Term Made Simple)
145125%130%
140125%130%
135120%125%
130115%120%
125110%115%
120105%110%
115100%105%
11095%100%
10590%95%
10085%90%
9580%85%
9075%80%
8565%75%
8065%70%
7560%65%
7055%60%
6550%55%
Americo
LevelTermWhole Life
145145%135%
140140%135%
135135%130%
130130%125%
125125%120%
120120%115%
115115%110%
110110%105%
105105%100%
100100%95%
9595%90%
9090%85%
8585%80%
8080%75%
7575%70%
7070%65%
6565%60%
Chubb
LevelGenerational Life
145120%
140120%
135115%
130110%
125105%
120100%
11595%
11090%
10585%
10080%
9575%
9070%
8565%
8060%
7555%
7050%
6545%
Corebridge
LevelGIWLWhole Life
145--
14080.0%132%
13577.5%127%
13075.0%122%
12572.5%117%
12070.0%112%
11567.5%107%
11065.0%102%
10562.5%97%
10060.0%92%
9557.5%87%
9057.5%82%
8555.0%77%
8055.0%72%
7555.0%67%
7055.0%62%
6555.0%57%
Ethos
LevelLGA Prime (Term)Whole Life (TruStage TAWL)TruStage SITLGIWL (TruStage GAWL)IUL (Ameritas)Ameritas SI TermJH ROP
145120.0%120.0%55.0%30%125.0%120.0%145.0%
140117.5%120.0%52.5%27.5%120.0%117.5%145.0%
135115.0%117.5%50.0%25.0%115.0%115.0%135.0%
130112.5%115.0%47.5%22.5%110.0%112.5%130.0%
125110.0%110.0%45.0%20.0%105.0%110.0%125.0%
120107.5%105.0%42.5%17.5%100.0%107.5%115.0%
115105.0%100.0%40.0%15.0%95.0%105.0%105.0%
110102.5%95.0%37.5%12.5%90.0%102.5%100.0%
105100.0%90.0%35.0%10.0%85.0%100.0%95.0%
10097.5%87.5%32.5%7.5%80.0%97.5%90.0%
9595.0%85.0%30.0%5.0%75.0%95.0%85.0%
9092.5%82.5%27.5%2.5%70.0%92.5%80.0%
8590.0%80.0%25.0%2.5%65.0%90.0%75.0%
8087.5%77.5%22.5%2.5%60.0%87.5%70.0%
7585.0%70.0%20.0%2.5%55.0%85.0%65.0%
7082.5%65.0%17.5%2.5%50.0%82.5%60.0%
6580.0%60.0%15.0%2.5%50.0%80.0%55.0%
InstaBrain
Level Term — 30yr Term — 20yr Term — 15yr Term — 10yr Final Expense WL (50–69) Final Expense WL (70–79) Final Expense WL (80+) Guaranteed Issue WL (50–69) Guaranteed Issue WL (70–79) Guaranteed Issue WL (80+) Accidental
145130.00%130.00%125.00%120.00%127.50%102.50%87.50%72.50%52.50%42.50%90%
140125.00%125.00%120.00%115.00%125.00%100.00%85.00%70.00%50.00%40.00%85%
135120.00%120.00%115.00%110.00%122.50%97.50%82.50%67.50%47.50%37.50%80%
130115.00%115.00%110.00%105.00%120.00%95.00%80.00%65.00%45.00%35.00%75%
125110.00%110.00%105.00%100.00%117.50%92.50%77.50%62.50%42.50%32.50%70%
120105.00%105.00%100.00%95.00%115.00%90.00%75.00%60.00%40.00%30.00%65%
115100.00%100.00%95.00%90.00%112.50%87.50%72.50%57.50%37.50%27.50%60%
11095.00%95.00%90.00%85.00%110.00%85.00%70.00%55.00%35.00%25.00%55%
10590.00%90.00%85.00%80.00%107.50%82.50%67.50%52.50%32.50%22.50%50%
10085.00%85.00%80.00%75.00%105.00%80.00%65.00%50.00%30.00%20.00%45%
9580.00%80.00%75.00%70.00%102.50%77.50%62.50%47.50%27.50%17.50%40%
9075.00%75.00%70.00%65.00%100.00%75.00%60.00%45.00%25.00%15.00%35%
8570.00%70.00%65.00%60.00%97.50%72.50%57.50%42.50%22.50%12.50%30%
8065.00%65.00%60.00%55.00%95.00%70.00%55.00%40.00%20.00%10.00%25%
7560.00%60.00%55.00%50.00%92.50%67.50%52.50%37.50%17.50%7.50%20%
7055.00%55.00%50.00%45.00%90.00%65.00%50.00%35.00%15.00%5.00%15%
6555.00%55.00%50.00%45.00%90.00%65.00%50.00%35.00%15.00%5.00%15%
Mutual of Omaha
LevelTerm (Term Life Express)Whole LifeIULChildren's WLIULETerm Life AnswersAccidental Death
145145%125%125%100%130%110%130%
140140%125%125%100%130%110%130%
135135%120%120%97%125%105%125%
130130%115%115%95%120%100%120%
125125%110%110%92%115%95%115%
120120%105%105%90%110%90%110%
115115%100%100%85%105%85%105%
110110%95%95%80%100%80%100%
105105%90%90%75%95%75%95%
100100%86%85%70%90%70%90%
9595%82%80%65%85%65%85%
9090%78%75%60%80%60%80%
8585%74%70%55%75%55%75%
8080%70%65%50%70%50%70%
7575%65%60%45%65%45%65%
7075%61%55%40%60%40%60%
6565%57%50%35%55%35%55%
Transamerica
LevelWhole LifeIUL
145140%120%
140140%120%
135135%115%
130130%110%
125125%105%
120120%100%
115115%95%
110110%90%
105105%80%
100100%75%
9595%70%
9090%60%
8585%55%
8080%50%
7575%45%
7070%40%
6570%40%
Commissions may differ by term, age, and graded. Internal use only.

Carrier Directory

Tap a carrier to view details.

Aetna
Direct Line
(866) 272-6630 · Mon–Fri, 8:00 AM – 5:00 PM CT
American Amicable
Direct Line
(800) 736-7311 · Mon–Fri, 8:00 AM – 4:45 PM CT
Americo
Direct Line
(800) 231-0801 · Mon–Fri, 8:00 AM – 5:00 PM CT
Corebridge
Direct Line
(800) 247-8837 · Mon–Fri, 7:00 AM – 8:00 PM CT
Ethos
Direct Line
(415) 498-1734 · Mon–Fri, 8:00 AM – 6:00 PM ET
Foresters
Direct Line
(866) 466-7166 · Mon–Fri, 9:00 AM – 6:00 PM ET
Instabrain
Direct Line
(800) 835-5095 · Mon–Fri, 8:30 AM – 7:00 PM ET
Mutual of Omaha
Direct Line
(800) 228-7104 · Mon–Fri, 8:00 AM – 5:00 PM CT
Transamerica
Direct Line
(877) 234-4848 · Mon–Fri, 8:00 AM – 7:00 PM ET
Royal Neighbors
Direct Line
(309) 788-4561 · Mon–Fri, 8:00 AM – 5:00 PM CT
Carrier
Phone
Business Hours
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