20% override always even if I give it to the Agent
Structure
40% to CPA (this is if the CPA takes you into their office gives you a desk, Marketing resources, email, and books your appointments for you and fills your schedule by having their front desk do it and saves you a lot of time. Takes time away from talking to the client to book the appointment they have a front desk that fills the schedule for you.
35% if CPA fills out their own life application and gets a client commitment amount.
30% to a CPA that does not have this structure but refers clients and is trusted
25% for office visit appointments and schedule is back to back filled out
20%% to the CPA for house visit appointments
Later structure as company grows and has more advisors
40% to Agent
Put Agent at 40% w the carriers and give CPA 30% of the sale.