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Payout Comparison Calculator
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Your
Current Firm
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(1)
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Select Your Firm:
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Your
Current Production and Business Mix
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(7)
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Enter Your Lump Sum
Payments
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(2)
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Select Your Gross
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Revenue Amount: $
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Lump sum (% of comp.):
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%
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(3)
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Input Business Mix:
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% Stock Commissions
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# Years Paid Over
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% Fixed Income
Commissions
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% Fee Based - Advisor
Managed
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% Fee Based - Third
Party Managed (SMA)
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% Mutual Fund and VA
Commissions
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(4)
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Input Production
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/Revenue Ratio:
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%
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(5)
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Estimate Production
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Growth:
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% Anually
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(6)
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Estimate % of Book
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That will not Transfer:
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%
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Estimated
Payout Before Expenses at Your Current Firm*
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Estimated Payout Before
Expenses with Delta Equity
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$
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Payout as a Percentage of Gross Revenue
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$
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Payout as a Percentage
of Gross Revenue
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$
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Estimated
Payout Increase Before Expenses
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Monthly
Expenses at Your Current Firm (Enter amounts in input fields)
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Independent Monthly
Expenses (Enter amounts in input fields)
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$
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Health Insurance Plan
Contribution
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$
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Rent
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(
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Square Feet
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X
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per sq ft =
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Annual Rent Cost)
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$
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Sales Assistant Cost
Contribution
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$
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Utilities
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$
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Other Monthly Cost
Deductions
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$
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Sales Assistant (
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Salary
+
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Benefits (at
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) =
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Annual
Cost)
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$
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Phone and Internet
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$
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Total Current Monthly
Expenses
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$
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Health Insurance
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$
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Quotes, News, Research
and other Technologies
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$
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Other Expenses
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$
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Total Estimated Monthly
Expenses
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$
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Average Monthly Payout
After Expenses at Your Current Firm
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$
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Average
Monthly Payout After Expenses with Delta Equity
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$
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Estimated
Annual Payout After Expenses at Your Current Firm
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$
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Estimated
Annual Payout After Expenses with Delta Equity
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$
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Estimated
Increase in Average Monthly Income After Expenses by Joining Delta Equity
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$
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Estimated Increase in
Annual Income After Expenses by Joining Delta Equity
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Unable to load Flash content. The Charts Control requires Flash Player 9.0.45 or higher.
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Cumulative
Net Cash Flow After Expenses
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Delta
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Current
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Difference
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2012
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2013
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2014
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2015
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2016
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2017
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2018
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2019
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2020
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2021
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*Notes: Payout calculations have been presented based on the
results of a survey published in the March 2011 issue of On Wall Street. Length of service at wirehouse or regional
firms is assumed to be 7 years. For additional information regarding the
calculations used in making this payout comparison, please contact Delta
Equity at (800) 649-3883.
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D-11-2011
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