Producer Transition Calculator (This is designed for financial advisors with the following criteria) Three years of industry experience $5 million assets under care Trailing 12-month gross production of at least $150,000 Current Amounts     12-month gross production: $ Assets under care (millions): $ Future Estimates     Assets gathered can vary depending on product mix and client relationships. 12-month gross production: $ Assets under care (millions): $     First Year Income Potential Income guarantee: Commissions (Net): Asset bonus: Production bonus: Total first year net income potential:   Income Guarantee Basis: 1 month guarantee earned for every $10 million in AUC at current firm Monthly income: Includes commissions earned Number of months: x Income guarantee: Commissions earned above this amount are paid to advisor. Commissions Estimated 12 month production: Estimated payout: x   % Estimated annual net commissions: Estimated monthly net commissions: Months remaining beyond income guarantee period: Total estimated net commissions: Asset Bonus Potential Basis: $2,000 per $1 million gathered in first 6 months. Bonus is paid in months 2, 3, 4, 5, 6, 7. Estimated assets under care (millions):   x Asset bonus: Production Bonus Potential Basis: Based on gross vs. target for second 6 months Target: Half of 12-month gross production prior to Edward Jones (6 months) Target gross: Estimated 6 month actual gross: Percent of target:  % 85% or more of Target Gross, earn 40% Bonus 70% - 84% of Target Gross, earn 30% Bonus 50% - 69% of Target Gross, earn 20% Bonus Less than 50% of Target Gross, earn 0% Bonus Bonus percent:  % Production bonus:

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