Personal + Team Production Tool

Medicare Advantage
Personal + Team
5-Year Income Calculator

Enter T65 and/or Existing Medicare enrollments each year — renewals from T65 stack automatically.

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Section 1

Personal Production Income

Step 1 — Your Commission Rates & Retention
$
$
%
% of enrollments that renew each year
Step 2 — Enrollments Per Year
Renewals are automatic: Both T65 and Existing Medicare enrollments you write each year will generate renewal commissions in every following year. Simply enter what you write each year — your compounding book of business is calculated automatically.
Year T65 Enrollments Existing Medicare
Enrollments Year Total
Year-by-Year Totals
5-Year Total Personal Income
Enter enrollments above to calculate
$0.00
Annual Income Detail
Income Breakdown by Year
T65 Income
Existing Medicare (entered)
Auto-Renewals from Prior Years
Year T65 Income Existing Medicare
(entered)		 Auto-Renewals
from Prior Years		 Year Total
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Section 2

Override Income — Downline Team

Step 1 — Override Rates & Agent Count
$
$
%
% of agents active each year
Step 2 — Agent Enrollments Per Year
Renewals are automatic: Enter the average number of T65 and/or Existing Medicare enrollments each agent writes per year. Prior year enrollments will auto-renew with retention applied.
Year T65 / Agent Existing Medicare / Agent Year Total
Year-by-Year Totals
5-Year Total Override Income
Enter agent data above to calculate
$0.00
Annual Income Detail
Override Income Breakdown by Year
T65 Override
Existing Override
Auto-Renewal Override
Year T65 Override Existing Medicare
Override		 Auto-Renewals
Override		 Year Total
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Section 3

Combined Income — Personal + Override

Year-by-Year Totals
5-Year Total Income (Personal + Override)
Personal: $0.00  +  Override: $0.00
$0.00
over 5 years
Annual Income Detail
Combined Income Breakdown by Year
Personal
Override
Year Personal Income Override Income Year Combined Running Total