RPI
Q2 Dashboard
File last updated: Tue, April 21, 2026 at 6:49 PM
Source:
Advisor:
Type:
Source Objectives — All Sources
Bloom
Submit: $1,350,000 / $5,600,000BEHIND
Hit: $4,154,386 / $6,500,000BEHIND
CC
Submit: $425,000 / $1,700,000BEHIND
Hit: $664,369 / $1,200,000BEHIND
Dinner Seminar
Submit: $3,169,557 / $1,700,000ON TRACK
Hit: $3,169,557 / $1,500,000ON TRACK
Workshop
Submit: $12,902,000 / $18,200,000BEHIND
Hit: $18,042,290 / $23,100,000BEHIND
Inbound
Submit: $0 / $600,000BEHIND
Hit: $0 / $200,000BEHIND
Drip
No goals set
Sales-FI
Submit: $450,000 / $200,000ON TRACK
Hit: $450,000 / $200,000ON TRACK
Total Projected Assets
▶
$45,110,602
Hit + Predicting · 51 cases · Premium: $26,480,602 · AUM: $18,630,000
Premium Pipeline
Premium Hit
▶
$4,191,723
11 cases
Submitted Predicting
▶
$12,248,613
24 cases
Open ACAT'd Predicting
▶
$5,405,000
10 cases
Open Not Acated Predicting
▶
$6,900,000
9 cases
Total Premium Pipeline
▶
$26,480,602
Hit + Predicting only
AUM Pipeline
AUM Hit
▶
$1,904,000
5 cases
AUM Submitted Predicting
▶
$8,426,000
18 cases
AUM Open Predicting
▶
$8,300,000
14 cases
Total AUM Pipeline
▶
$18,630,000
Hit + Predicting only
ACAT Pipeline
ACATS
▶
15
$12,568,000 total
ACAT Run Rate Q2
▶
59 ACATs
Projected · $49,725,565
New Prospects Pipeline
New Prospects by Source
Set # of expected new prospects and avg case size per source
Source
# Clients
Prem / Case
AUM / Case
Total Prem
Total AUM
Bloom
—
—
CC
—
—
Dinner Seminar
—
—
Workshop
—
—
Inbound
—
—
Drip
—
—
Sales-FI
—
—
Predicting to Submit
Predicting to Submit by Source
Feeds into Dashboard progress bars only
Source
# Clients
Prem / Case
AUM / Case
Total Prem
Total AUM
Bloom
—
—
CC
—
—
Dinner Seminar
—
—
Workshop
—
—
Inbound
—
—
Drip
—
—
Sales-FI
—
—
Hit11
P: $4,191,723
AUM: $1,904,000
Greg Lipscomb
Sebastian Dovi
Workshop
$120,000
Predicting
Amir Schur
Andrew Duffy
Bloom
$150,000
Predicting
Elizabeth Millspaugh
Illya Bermant
Workshop
$500,000
AUM: $800,000
Predicting
Tiffany Tipton
Grant Shapiro
Workshop
$150,000
AUM: $300,000
Predicting
Marker and Gainer Kelly
Victoria Pazzalia
Workshop
$1,006,989
Predicting
Robert Rondeau
Victoria Pazzalia
Workshop
AUM: $458,000
Predicting
Dorobiala
Victoria Pazzalia
Workshop
AUM: $316,000
Predicting
Sean and Ruth Davis
Victoria Pazzalia
Dinner Seminar
AUM: $30,000
Predicting
Jim TaylorPOLICY HIT
Illya Bermant
Bloom
$1,000,000
FIA: $1,000,000
Predicting
Don DraperPOLICY HIT
Phil Simonides
Dinner Seminar
$619,734
Donald Draper - Policy 1: $230,000
Donald Draper - Policy 2: $250,000
Mariaelena Draper: $139,734
Predicting
Gregory MischelPOLICY HIT
Illya Bermant
Workshop
$645,000
FIA: $645,000
Predicting
Submitted26
P: $12,244,179
AUM: $8,426,000
PRED$9,983,879
AUM: $8,426,000
Katherine Hrubes
Michael Bond
Bloom
$279,386
3 policies
Predicting
Jin Zhang
Michael Bond
CC
$239,369
AUM: $1,300,000
2 policies
Predicting
Dave Baker
Michael Bond
Workshop
$701,855
AUM: $500,000
3 policies
Predicting
Genevieve and Clifton Gibson
Sebastian Dovi
Workshop
$200,000
Predicting
Rich Szaflick
Andrew Duffy
Bloom
$175,000
AUM: $285,000
Predicting
Jim TaylorPENDING
Illya Bermant
Bloom
AUM: $300,000
Brokerage: $300,000
Predicting
Ron Ingraham
Illya Bermant
Dinner Seminar
$550,000
AUM: $400,000
Predicting
Nancy Hee
Stephen McCarrick
Workshop
$388,000
AUM: $370,000
Predicting
Cheryl Dytko
Stephen McCarrick
Workshop
$230,000
1 policy
Predicting
Teresa Rappuci
Stephen McCarrick
Workshop
$500,000
AUM: $500,000
Predicting
Charles Phan
Phil Simonides
Workshop
$580,000
Predicting
Don DraperPENDING
Phil Simonides
Dinner Seminar
$444,823
AUM: $807,000
Donald Draper - Policy 3: $444,823
Predicting
Rob Christiansen
Nicholas Sabo
Bloom
$1,200,000
AUM: $1,500,000
Predicting
Rob Neilson
Grant Shapiro
Workshop
$215,000
AUM: $334,000
Predicting
Linda Ward
Victoria Pazzalia
Workshop
$103,446
AUM: $305,000
Predicting
Soumyendra Seal
Victoria Pazzalia
Workshop
$450,000
AUM: $230,000
Predicting
Kimberly Bose
Victoria Pazzalia
Workshop
$1,230,000
2 policies
Predicting
Anthony Dockery
Victoria Pazzalia
Workshop
$800,000
AUM: $420,000
Predicting
Tom Beattie
Andrew Duffy
Workshop
$382,000
Predicting
Robin & Steven Burke
Andrew Duffy
Dinner Seminar
$225,000
AUM: $125,000
Predicting
Gregory MischelPENDING
Illya Bermant
Workshop
AUM: $600,000
Brokerage: $600,000
Predicting
Catherine Rulon-Miller
Michael Bond
Workshop
$1,020,000
AUM: $300,000
3 policies
Predicting
Janet Call
Andrew Duffy
Workshop
AUM: $80,000
Predicting
Rob Managram
Doug Smith
CC
$70,000
AUM: $70,000
Predicting
NOT PRED$2,260,300
Larisa Slavsky
Stephen McCarrick
Workshop
$750,000
Not Predicting
Denis Deluke
Phil Simonides
Workshop
$1,510,300
2 policies
Not Predicting
Open (ACAT'd)12
P: $5,755,000
AUM: $2,550,000
PRED$5,405,000
AUM: $2,550,000
Scott & Leslie Swift Rosenzweig
Michael Bond
Dinner Seminar
$350,000
AUM: $150,000
Predicting
David Pokrjac
Andrew Duffy
CC
$155,000
Predicting
Julie and Todd Holland
Stephen McCarrick
Workshop
$870,000
AUM: $350,000
Predicting
John Hueber
Grant Shapiro
Workshop
$1,000,000
AUM: $900,000
Predicting
Wallesia
Victoria Pazzalia
Bloom
$500,000
AUM: $500,000
Predicting
Gates
Victoria Pazzalia
Workshop
$1,000,000
Predicting
Tom Price
Grant Shapiro
Workshop
$500,000
AUM: $100,000
Predicting
Melanie Boiani
Illya Bermant
Sales-FI
$450,000
AUM: $450,000
Predicting
Dean Young
Andrew Duffy
Dinner Seminar
$480,000
Predicting
Charles Seidel
Grant Shapiro
Workshop
$100,000
AUM: $100,000
Predicting
NOT PRED$350,000
Dana Washington
Illya Bermant
Workshop
$350,000
Not Predicting
Widmer
Stephen McCarrick
Bloom
Not Predicting
New10
P: $7,900,000
AUM: $6,750,000
PRED$6,900,000
AUM: $5,750,000
Chilton
Michael Bond
Workshop
$800,000
AUM: $500,000
Predicting
Barr Hill
Michael Bond
Bloom
$350,000
AUM: $400,000
Predicting
Kathy Joyce
Michael Bond
Workshop
$450,000
AUM: $100,000
Predicting
Monica Pena
Stephen McCarrick
CC
$200,000
AUM: $350,000
Predicting
Rakesh Rawat
Phil Simonides
Workshop
$1,200,000
Predicting
ICWP
Vogler
Phil Simonides
Workshop
$2,400,000
AUM: $3,400,000
Predicting
ICWP
Gallant
Phil Simonides
Bloom
$500,000
Predicting
ICWP
Paul and Linda Betts
Phil Simonides
Dinner Seminar
$500,000
AUM: $500,000
Predicting
ICWP
Jim Hall
Phil Simonides
Workshop
$500,000
AUM: $500,000
Predicting
ICWP
NOT PRED$1,000,000
AUM: $1,000,000
Kat & Steve Curtis
Michael Bond
Workshop
$1,000,000
AUM: $1,000,000
Not Predicting
ACAT Tracker15
$12,568,000 total
Scott & Leslie Swift Rosenzweig
Bond · $500,000
Open (ACAT'd)
Genevieve and Clifton Gibson
Dovi · $350,000
Premium Submitted
Ron Ingraham
Bermant · $1,500,000
Premium Submitted
Dana Washington
Bermant · $1,000,000
Open (ACAT'd)
Julie and Todd Holland
McCarrick · $1,200,000
Open (ACAT'd)
John Hueber
Shapiro · $1,900,000
Open (ACAT'd)
Robert Rondeau
Pazzalia · $458,000
Premium Hit
Kimberly Bose
Pazzalia · $1,500,000
Premium Submitted
Anthony Dockery
Pazzalia · $700,000
Premium Submitted
Tom Beattie
Duffy · $350,000
Premium Submitted
Robin & Steven Burke
Duffy · $350,000
Premium Submitted
Tom Price
Shapiro · $1,300,000
Open (ACAT'd)
Melanie Boiani
Bermant · $900,000
Open (ACAT'd)
Dean Young
Duffy · $480,000
Open (ACAT'd)
Janet Call
Duffy · $80,000
Premium Submitted
Submitted in Q210
$5,991,557 premium
Genevieve and Clifton Gibson
Dovi · $200,000
2026-04-17
Ron Ingraham
Bermant · $550,000
2026-04-17
Don Draper
Simonides · $1,064,557
2026-04-01
Soumyendra Seal
Pazzalia · $450,000
2026-04-17
Kimberly Bose
Pazzalia · $1,230,000
2026-04-10
Anthony Dockery
Pazzalia · $800,000
2026-04-08
Tom Beattie
Duffy · $382,000
2026-04-17
Robin & Steven Burke
Duffy · $225,000
2026-04-17
Catherine Rulon-Miller
Bond · $1,020,000
2026-04-08
Rob Managram
Smith · $70,000
2026-04-10
Not Predicting5
$4,610,300 total
Kat & Steve Curtis
Bond · $2,000,000
New
Dana Washington
Bermant · $350,000
Open (ACAT'd)
Widmer
McCarrick · $0
Open (ACAT'd)
Larisa Slavsky
McCarrick · $750,000
Premium Submitted
Denis Deluke
Simonides · $1,510,300
Premium Submitted