| Join Our Team |
| yourPATH to Independence |
| Compensation |
| Your Clients |
| Seamless Transition |
| Carrying Partners |
| The Next Step |
|
| Compensation | |||
| Helping You Achieve Your Goals | |||
|
You run and pay for the commercial aspects of your business. yourCFO retains 10% for head office compliance and regulatory services, and an additional 3% will apply where branch compliance is provided to you, leaving you far more to invest into servicing your clients – and nothing into training new competing Advisors or proprietary products and technology platforms designed to diminish your client relationship. We realize that joining a new firm can be a big step and your primary concern is about client retention. In order to assist you with this decision, we have developed an agent calculator. The results will help you determine how much of your existing client base you will need to move over with you, in order to achieve your goals. You will be surprised how the numbers stack up! At yourCFO, all of your insurance business is conducted through yourCFO Wealth Management Inc.. You can incorporate your own insurance entity to reduce taxes. Click here for a sample illustration to see the potential increase in payout at yourCFO versus other firms. There is a high probability that your override will be higher at yourCFO and you will no longer have to compensate a Regional Estate Planner. |
