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    Payout Comparison Calculator                                                         New DE logoRGB (no border).JPG  
     
    Your Current Firm  
       
      (1) Select Your Firm:  
     
     
    Your Current Production and Business Mix   (7) Enter Your Lump Sum Payments  
     
      (2) Select Your Gross  
      Revenue Amount: $  
      Lump sum (% of comp.):     %  
     
      (3) Input Business Mix:   % Stock Commissions   # Years Paid Over
     
      % Fixed Income Commissions  
      % Fee Based - Advisor Managed        
      % Fee Based - Third Party Managed (SMA)  
      % Mutual Fund and VA Commissions  
       
       
      (4) Input Production      
        /Revenue Ratio:   %  
     
      (5) Estimate Production  
      Growth:   % Anually  
         
      (6) Estimate % of Book      
        That will not Transfer: %  
         
    Estimated Payout Before Expenses at Your Current Firm*   Estimated Payout Before Expenses with Delta Equity  
         
      $       Payout as a Percentage of Gross Revenue     $     Payout as a Percentage of Gross Revenue  
                             
                  $         Estimated Payout Increase Before Expenses    
     
    Monthly Expenses at Your Current Firm (Enter amounts in input fields)           Independent Monthly Expenses (Enter amounts in input fields)                
                 
      $   Health Insurance Plan Contribution         $   Rent (   Square Feet X per sq ft =   Annual Rent Cost)    
      $   Sales Assistant Cost Contribution         $   Utilities    
      $   Other Monthly Cost Deductions         $   Sales Assistant ( Salary +   Benefits (at ) = Annual Cost)
                  $   Phone and Internet    
      $   Total Current Monthly Expenses         $   Health Insurance (Principals)        
              $   Quotes, News, Research and other Technologies    
              $   Other Expenses    
                 
              $   Total Estimated Monthly Expenses    
                           
      $   Average Monthly Payout After Expenses at Your Current Firm         $   Average Monthly Payout After Expenses with Delta Equity    
                     
      $   Estimated Annual Payout After Expenses at Your Current Firm       $   Estimated Annual Payout After Expenses with Delta Equity    
                                                                             
     
                                                       
      $   Estimated Increase in Average Monthly Income After Expenses by Joining Delta Equity    
                 
      $   Estimated Increase in Annual Income After Expenses by Joining Delta Equity      
                                                     
               
     
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        Cumulative Net Cash Flow After Expenses      
                Delta   Current Difference      
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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.
    D-11-2011
       
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