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Industry Insight from Fred Barstein
2007 Opportunity Index Ends with a Whimper |
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WHEN THE BEST
you can say about a year is that at least it is
over, the news cannot be good. The
401kExchange Opportunity Index¹ is at or
close...
Read More |
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2008
Musings Correction
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IN THE JANUARY 2, 2008 edition of the
401k Advisor Exchange newsletter entitled “2008
Musings”, we noted that NRP was the only
retirement focused broker dealer. In fact
CapTrust, headquartered in North Carolina, also
focuses a majority of its practice on the
retirement market and enjoys a great reputation
among advisors, sponsors and providers. We
apologize for the error. |
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Prospect Pipeline APPOINTMENTS
Over $56 Million in 401(k) Set Appointments Available!
Appointments currently available for sale with Plan Sponsors who want to meet face to face on a specific date and time! For lead details, contact your Account Executive or call 877-777-401k, extension 3573, to speak with Mary Christopher (mchristopher@401kExchange.com).
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Lead # |
Area Code |
State |
Assets |
Appt. Date |
Appt. Date |
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1 |
907 |
AK |
$550,000 |
1/23/08 |
10:00am |
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2 |
907 |
AK |
$1,500,000 |
1/9/08 |
10:00am |
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3 |
907 |
AK |
$3,000,000 |
1/10/08 |
10:00am |
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4 |
907 |
AK |
* |
1/16/08 |
10:00am |
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5 |
954 |
FL |
$1,300,000 |
2/7/08 |
10:00am |
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6 |
912 |
GA |
$1,000,000 |
1/23/08 |
10:00am |
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7 |
912 |
GA |
$2,000,000 |
2/6/08 |
2:30pm |
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8 |
208 |
ID |
* |
1/16/08 |
2:00pm |
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9 |
260 |
IN |
$500,000 |
1/16/08 |
3:00pm |
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10 |
574 |
IN |
$500,000 |
1/29/08 |
10:00am |
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11 |
812 |
IN |
$500,000 |
2/6/08 |
10:00am |
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12 |
574 |
IN |
$600,000 |
1/25/08 |
10:00am |
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13 |
317 |
IN |
$750,000 |
1/10/08 |
9:00am |
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14 |
317 |
IN |
$800,000 |
2/8/08 |
1:30pm |
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15 |
574 |
IN |
$1,000,000 |
1/23/08 |
10:30am |
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16 |
574 |
IN |
$2,200,000 |
1/24/08 |
11:00am |
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17 |
574 |
IN |
$3,000,000 |
1/18/08 |
11:00am |
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18 |
270 |
KY |
$1,100,000 |
1/22/08 |
10:30am |
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19 |
270 |
KY |
$1,500,000 |
1/25/08 |
10:00am |
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20 |
502 |
KY |
$3,000,000 |
1/17/08 |
10:00am |
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21 |
502 |
KY |
* |
2/5/08 |
10:30am |
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22 |
270 |
KY |
* |
1/10/08 |
10:00am |
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23 |
318 |
LA |
$220,000 |
1/22/08 |
9:00am |
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24 |
318 |
LA |
$400,000 |
1/16/08 |
10:00am |
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25 |
508 |
MA |
$400,000 |
1/28/08 |
10:00am |
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26 |
207 |
ME |
$1,500,000 |
1/10/08 |
10:00am |
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27 |
207 |
ME |
* |
1/30/08 |
2:30pm |
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28 |
207 |
ME |
* |
1/24/08 |
9:00am |
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29 |
507 |
MN |
$550,000 |
1/16/08 |
9:00am |
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30 |
816 |
MO |
$1,200,000 |
1/16/08 |
9:00am |
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31 |
704 |
NC |
$100,000 |
1/22/08 |
2:00pm |
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32 |
704 |
NC |
$150,000 |
1/16/08 |
3:00pm |
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33 |
919 |
NC |
$240,000 |
2/1/08 |
2:00pm |
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34 |
919 |
NC |
$600,000 |
1/23/08 |
1:30pm |
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35 |
828 |
NC |
$600,000 |
1/24/08 |
10:00am |
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36 |
828 |
NC |
$850,000 |
1/16/08 |
10:00am |
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37 |
609 |
NC |
$1,000,000 |
2/4/08 |
10:00am |
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38 |
828 |
NC |
* |
1/23/08 |
10:30am |
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39 |
701 |
ND |
$1,100,000 |
1/9/08 |
9:30am |
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40 |
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