Model Your Revenue
See what recurring insurance planning is worth.
Most advisors leave significant revenue on the table by treating insurance as a one-time event. Model what ongoing insurance stewardship could mean for your practice.
Your Practice
50 clients
60% (30 at $49/mo)
30% (15 at $149/mo)
10% (5 at $249/mo)
Your Revenue
Monthly Recurring$4,950
Annual Revenue$59,400
Revenue Per Client$99/mo avg
Based on client tier distribution. Actual results depend on your practice and implementation.
Assumptions
How we model revenue.
Client Tiering
Based on typical distribution, most practices see 60% Foundation, 30% Strategy, 10% Stewardship clients.
Retention Rates
Subscription relationships retain at 85-95% annually—far higher than one-time transactions.
Growth Trajectory
As you demonstrate value, clients tend to upgrade. Strategy clients often move to Stewardship.
Ready to build recurring revenue?
Join the founding advisor cohort and start building predictable income from insurance planning.