Strategic Wealth Accumulation Tactics

The Combination

To Your Safe

Enter your numbers below to unlock the exact combination of activity needed to hit your income goals every month.

⚡ You can change any of the highlighted input boxes below. Make sure you have watched the SWAT training video FIRST!

Agent Name

Contract Level %

Sit Rate (out of 10)

App Rate (out of 10)

Turn-In Weeks

Monthly Income Goal

Assumptions: Average app value of $1,100 APV · 70% issue rate · Calculations update in real-time

$10,000

Monthly Income Goal

Appointments to Set

Appointments to Sit

Applications to Write

$17,857.14

APV to Submit

$12,500.00

Issued APV Needed

$2,500

Weekly Income Goal

Appointments to Set

Appointments to Sit

Applications to Write

$4,464.29

APV to Submit

$3,125.00

Issued APV Needed

Based on your inputs, here is your exact activity blueprint:

	Income Goal	Appts to Set	Appts to Sit	Apps to Write (avg $1,100 APV)	APV to Submit (70% issue rate)	Issued APV (PD Business)
Monthly	$10,000	55	28	17	$17,857.14	$12,500.00
Weekly	$2,500	14	7	5	$4,464.29	$3,125.00

Enter your actual weekly numbers to track your progress. Status badges show if you're ahead, close, or behind target.

	Goal	Appts Set Actual	# Needed	Appts Sat Actual	# Needed	Apps Taken Actual	# Needed	APV Submitted Actual	$ Needed	APV Issued Actual	$ Needed
Week 1	$2,500.00		14		7		5		$4,464		$3,125
Week 2	$2,500.00		14		7		5		$4,464		$3,125
Week 3	$2,500.00		14		7		5		$4,464		$3,125
Week 4	$2,500.00		14		7		5		$4,464		$3,125
Monthly	$10,000.00	Behind	55	Behind	28	Behind	17	Behind	$17,857	Behind	$12,500

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