Forefront

6 replies [Last post]
skbroker's picture
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Joined: 2007-06-16

Anyone actually doing the envision? When do we get paid?

nestegg's picture
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Joined: 2007-06-14

Wish I could help but I am Circumsized

3rd ID's picture
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Joined: 2008-11-30

Anyone actually doing the envision? When do we get paid?**************************************************yes, doing them. We will get paid on Sept 15th based on Jun 30th snapshot. If you have say 50 households with Envisions and they total 25mil in total assets, you will get an upfront check of 125k. You can elect to get paid that monthly as well instead of upfront. If you get more households and assetts down the line you can get addtl money. Not sure exactly how that part is set up. Im focusing on just getting done what needs to be done now.

Bud  Fox's picture
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Joined: 2008-07-20

Additionally, no matter how many assets or households you have that qualify you will not get more than 50% of your 2008 calendar year production as the forefront bonus.

skbroker's picture
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Joined: 2007-06-16

If u do 50 hh at 35 mil by June do we get entire amount upfont in sept? I thought it was split up?

3rd ID's picture
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Joined: 2008-11-30

If u do 50 hh at 35 mil by June do we get entire amount upfont in sept? I thought it was split up?*********************************************************Whatever you clock in with on Jun 30th is going to determine what you get on Sept 15th. You would get 50bps of the 35mil upfront. Keep in mind there are cutoffs in household size. I think its 3 mill. Cant get credit for assets over the cutoff limit.

Bud  Fox's picture
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Joined: 2008-07-20

Just simply run the forefront calculator they set up and it will tell you everything.  The instructions on how to download your client asset base and run the calculator are very easy to utilize.  You can then even delete households that you may not want to run the envisions for and it will show how much it drops your bonus, if it drops at all.

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