Broker Dealer Payout Plans

It’s been said that you can’t please all of the people, all of the time – or should we say, “all of the reps, all of the time”. Well, we don’t agree!

Series 7 or Series 6 reps, pick the pay plan that matches your business!

 

Plan 1: Conventional Payout

This conventional payout is tiered, based on production, and is calculated monthly.

Production Payout
0 – $2,500 75%
$2,500 – $5,000 85%
$5,000 – $15,000 90%
$15,000 and up 92%

Plan 2: Mutual Funds and Variable Annuities

Announcing the best payout on the street for “Mutual Funds and Variable Annuities”. This unique payout plan is based on your MF and VA book of business, regardless of your gross commissions in these products.

Mutual Fund and
VA Book of Business
Payout
$10M or more 95%
$5M to $10M 94%
$2M to $5M 92%

*Payout is good for new purchases and trail commissions of MF’s and VA’s only. There are no ticket charges on direct business. Rep must do $7.5K in total GDC per quarter to qualify for this enhanced payout

Call Jeff Fanning at 866-828-1419 for more details.

Plan 3: Fee Based or Dually Licensed Advisors

Our payout plans are truly remarkable and will cause you to re-evaluate your desire to operate your own RIA.

Book of Business Payout
If your combined book of business is $7.5m or more 95% payout
If your combined book of business is $3m to $7.5m 93% payout
For a fee based book of business under $3m 90% payout

Along with our unique payout plans and our career opportunity you will enjoy the following as an independent rep for Liberty Partners:

  • An Experienced and responsive staff
  • Link many variable annuities to your client statements
  • Work from your home or office
  • State of the art broker workstation
  • Unrivaled technology platforms
  • Start-up and transition assistance
  • $19.95 ticket charges
  • Full service insurance agency
  • Full service SEC Registered Investment Advisor
  • Offer clients on-line trading access at your discretion
  • A NYSE member clearing firm that still believes in customer service

We work exclusively with independent financial advisors and we’ve been helping them succeed since 1986. We can help you!

Come on, join our team!
Call or e-mail me today.
Jeffery Fanning
Toll free 1-866-828-1419
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