Northstar Benefits / Avery Collins
Protection overview
Friday, October 9
Welcome back, Avery
2 reviews coming up · 1 lapse risk · 1 new client
annual premium protected
early-policy premium monitored
premium approaching review in 90 days
Premium recorded on 7 of 8 policies (88% complete).
$29 vs. your commission math
tracked first-year commission value at your 120% rate
EverKeep costs $348/year. At your rate, retaining $24 in monthly premium covers a full year.
Estimate uses tracked annualized premium × your stated rate. Actual carrier compensation varies; EverKeep does not claim credit for retained policies.
Family protection network
Beneficiary designations
Families protected
Missing beneficiaries
Reviews due
People being protected
Opportunity signals
James Mitchell
Premium lapse risk · Banner Life · Term Life
Linda Vega
Annual review due · Mutual of Omaha · Whole Life
Priya Shah
Invite pending · 9 days · National Life Group · Universal Life
Marcus Hill
New client welcome · Americo · Final Expense
Sarah Chen
Term conversion review · Transamerica · Term Life
Robert Brooks
Beneficiary missing · Athene · Fixed Indexed Annuity (FIA)