Everything for the Summit conversation in one place — the proposal, the economics, the working demos, and the compliance moat. Present in order, or jump to any piece.
Summit already owns the distribution and the lives. One Trinity brings the engine — reactivation, producer growth, and the payroll-benefits platform (NROLLNOW / AdvantEdge) — with the revenue stack modeled and the legal moat already mapped to primary sources.
Why now, what we bring, and the ask — the full narrative, from market moment to the three growth channels and the Summit Guild.
Ten slides, built to present live — the same story, paced for the room.
KPIs, the Summit-side revenue model, and payroll LTV per employee across Paychex / Gusto / ADP / Paylocity — grounded and defensible.
The activation engine, re-skinned for Summit — the thing the platform actually does, not a slide about it.
The AdvantEdge console — seven roles, the revenue stack (nine lines, 2.15× per life), and Emma rebuilt to a compliant standard. Its own brand, under the umbrella.
The legal moat — MEWA verified against primary sources, the hard stops, and the controls that double as sales copy. The reason this is defensible.