Round Table, Agent Day

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WFG Income Planner

Set a goal. See the premium, cases, and weekly drop to hit it.

Heads up. Built from real WFG commission data at a 50% contract stack. Every case is different, so treat this as a goal-setting tool, not a hard promise. TPs, bands, carriers, underwriting classes, and overfunding all shift the numbers. If you have better data for a specific product or carrier, plug it in.
Your Setup
$5,000
Adult IUL (to TP) or Term
40%
Juvenile / overfunded IUL
30%
Final Expense / Term
30%
$ /mo
$ /mo
To hit your goal
Monthly premium you need to write
$0
Per-week take-home
$0
across two drops
Per-drop (twice weekly)
$0
Monthly TTF points
0
Cases Per Month
Product Premium / mo Cases Income
Total $0 0 $0
Annual View
Annual premium written: $0 Annual income: $0 Annual points (TTF): 0

Points are based on Total To Field commissions, which is roughly 2x your income at 50% contract. Scales up at higher contract levels.

Built on your real March 2026 data. 1AV and 2AV stack. TP affects commissionable premium for IUL.
WFG Case Counter

Tap cases, see your income. Uses your real March 2026 numbers.

Heads up. Built from real WFG commission data at a 50% contract stack. Every case is different, so treat this as a goal-setting tool, not a hard promise. TPs, bands, carriers, underwriting classes, and overfunding all shift the numbers. If you have better data for a specific product or carrier, plug it in.
Your Position

Per-case income scales with your contract. Override premium on each product below.

How Many Cases This Month?
Your Month
Commission this month
$0
Weekly
$0
Per drop (x2 weekly)
$0
Monthly TTF points
0
Breakdown
Product Cases Premium Income
Total 0 $0 $0
Annualized
Annual premium: $0 Annual income: $0 Annual TTF points: 0

Points equal your total-to-field commission. At 50% contract, points are about 2x your income.

Ratios based on your real policies. Adjust the premiums below if cases differ.
Updates

Questions, replies, and notices from the engine.

Questions
Tap a reply to send it back.
The Manual

23 chapters. Play one, pause the rest. Works offline once loaded.

Documents

Your operating system, on demand. Open any doc in a new tab.

Round Table Manual

The full field manual. Every chapter, every script, the complete playbook in one place.

Open Manual →
Field SOP

Your daily operating system. 14 pages. Schedule, triage, call session, 90-day rebuild, mental game.

Open Field SOP →
Business Operating System

The full strategic framework. 5 pillars, 180-day timeline, mentor stack, product education system.

Open BOS →
AI One-Pager

The shareable essay. What happened when AI diagnosed 11 personality assessments and 18 years of work history.

Open One-Pager →
Quick Scripts
Dormant reconnect text
"Hey [name], it's Regie. Been way too long. You crossed my mind and I wanted to say hi. No agenda — how have you been?"
Why calling now?
"That's totally fair. I went through a big life change and realized I dropped the ball with people I actually cared about. You were one of them. I'm not trying to sell you anything right now. I just wanted to reach out."
Just want to sell insurance?
"I'm not going to sell you anything today. If you ever want an honest opinion on what you already have, I'll give it — no pitch, no pressure. Today I just wanted to reconnect."
Voicemail (Jeb Blount)
"Hey [name], this is Regie Durana. I came across something I thought you'd want to see. I work with families on financial planning and have a quick idea I think you'd find useful. Give me a call back, [number]. Again, Regie Durana, [number]. Talk soon."
Profile

Your wiring in plain language. Read before the first call.

Say this out loud. Standing up.

"I am Regie Durana. I am a financial educator. I have eighteen years of operations experience and eleven years in this business. I do not sell. I help families understand the truth about money so they can protect the people they love. Today I make calls because someone out there needs what I know."

The 4 Hard Truths
1. Obliger
External accountability is your engine, not a nice-to-have. Every commitment in your SOP is owed to another human — that is what makes it real.
2. Follow-Through Gap
Three assessments confirmed it: Tenacity frustration (Working Genius), Perseverance #24 (VIA), Orderliness 11/120 (Big Five). Fix is structure — micro-sprints, not marathons.
3. Catalyst, Not Maintainer
You light fires. Once momentum dies, restarting is brutal. Front-load the hardest task. Never let a streak break more than one day.
4. Storyteller, Not Statistician
You will not win on charts or premium illustrations. Lead every conversation with a story about a real family. Use numbers only to support what the story already proved.
Your 11 Assessments
AssessmentYour Result
MBTIENFP-T
DISCDc — Architect
Four TendenciesObliger
Enneagram2w1 — Helper/Reformer
Working GeniusInvention + Discernment
HIGH5 Top 3Catalyst, Problem Solver, Coach
VIA Top 3Love, Hope, Kindness
Big FiveHigh O/C/E/A — Low N
Orderliness (Big Five)11 / 120 — use structure
NumerologyLife Path 3 — Communicator
Natal ChartLeo Rising, Leo Mercury, Leo Mars / Virgo Sun
IT → Insurance Translation
ITInsurance
Ticket queueCRM pipeline
SLA compliance48-hr underwriting / 72-hr client update
Runbook / SOPCall script
Escalation planObjection playbook
Team metricsClose rate, persistency
Resolution timeIntro to issued app
5 Pillars — Where Your Time Goes
40% — Client Development (Pillar 1 — happens first, every day)
30% — Client Service (FNAs, apps, reviews)
15% — Team Development (your natural drift — watch it)
10% — Personal Development
5% — Compliance & Systems

⚠ Natural drift: you pull toward Pillars 3 and 4. Name it when it happens. "I am avoiding prospecting by coaching." Then return to the phone.