|
Prospect Pipeline APPOINTMENTS
Over $63 Million in 401(k) Set
Appointments Available!
Appointments are currently available for
sale with Plan Sponsors who want to meet
face to face on a specific date and
time. All appointments listed in the
Weekly Exchange are subject to, but not
limited to assignment, rescheduling or
cancellation. These appointments are
listed and available on a
first-come-first-serve basis. These
Leads are exclusive to one advisor for
one full year. For more information,
contact your Account Executive at
1-877-777-401k (4015). Or contact Mary
Christopher, ext. 3573 or mchristopher@401kexchange.com.
|
Lead # |
Area Code |
State |
Assets |
Appt. Date |
Appt. Time |
|
1 |
205 |
AL |
$375,000 |
7/17/08 |
10:00am |
|
2 |
256 |
AL |
$600,000 |
7/16/08 |
9:00am |
|
3 |
323 |
CA |
$250,000 |
7/3/08 |
10:00am |
|
4 |
415 |
CA |
$400,000 |
7/31/08 |
2:30pm |
|
5 |
650 |
CA |
$300,000 |
7/23/08 |
10:00am |
|
6 |
661 |
CA |
$400,000 |
7/16/08 |
3:00pm |
|
7 |
707 |
CA |
$2,500,000 |
7/24/08 |
9:30am |
|
8 |
760 |
CA |
$567,000 |
7/30/08 |
1:00pm |
|
9 |
760 |
CA |
$800,000 |
7/23/08 |
10:00am |
|
10 |
909 |
CA |
$300,000 |
7/17/08 |
10:00am |
|
11 |
916 |
CA |
$2,900,000 |
7/9/08 |
10:00am |
|
12 |
407 |
FL |
$2,100,000 |
7/17/08 |
10:00am |
|
13 |
954 |
FL |
* |
7/8/08 |
10:00am |
|
14 |
641 |
IA |
$960,000 |
7/9/08 |
10:30am |
|
15 |
712 |
IA |
* |
7/22/08 |
3:00pm |
|
16 |
309 |
IL |
$600,000 |
7/17/08 |
2:00pm |
|
17 |
309 |
IL |
* |
7/8/08 |
9:00am |
|
18 |
618 |
IL |
$1,500,000 |
7/29/08 |
2:00pm |
|
19 |
630 |
IL |
$990,000 |
7/22/08 |
3:00pm |
|
20 |
630 |
IL |
$1,200,000 |
7/23/08 |
10:00am |
|
21 |
630 |
IL |
* |
7/17/08 |
9:00am |
|
22 |
708 |
IL |
$1,100,000 |
7/29/08 |
10:00am |
|
23 |
847 |
IL |
* |
7/8/08 |
2:30pm |
|
24 |
847 |
IL |
* |
7/30/08 |
1:30pm |
|
25 |
260 |
IN |
$500,000 |
7/9/08 |
3:00pm |
|
26 |
574 |
IN |
$600,000 |
7/17/08 |
9:00am |
|
27 |
765 |
IN |
$1,500,000 |
7/30/08 |
2:30pm |
|
28 |
812 |
IN |
* |
7/29/08 |
9:00am |
|
29 |
913 |
KS |
* |
7/25/08 |
10:30am |
|
30 |
502 |
KY |
$400,000 |
7/15/08 |
10:00am |
|
31 |
606 |
KY |
$300,000 |
7/17/08 |
9:30am |
|
32 |
606 |
KY |
$400,000 |
7/22/08 |
9:00am |
|
33 |
606 |
KY |
$1,800,000 |
7/23/08 |
4:00pm |
|
34 |
781 |
MA |
$600,000 |
7/21/08 |
10:30am |
|
35 |
410 |
MD |
* |
7/9/08 |
10:00am |
|
36 |
507 |
MN |
* |
7/23/08 |
9:00am |
|
37 |
651 |
MN |
$2,500,000 |
7/8/08 |
9:30am |
|
38 |
314 |
MO |
$200,000 |
7/15/08 |
1:00pm |
|
39 |
314 |
MO |
$250,000 |
7/23/08 |
2:00pm |
|
40 |
314 |
MO |
$600,000 |
7/16/08 |
10:00am |
|
41 |
314 |
MO |
$2,000,000 |
7/15/08 |
9:00am |
|
42 |
573 |
MO |
* |
7/31/08 |
10:00am |
|
43 |
636 |
MO |
$300,000 |
7/18/08 |
2:00pm |
|
44 |
636 |
MO |
$2,000,000 |
7/22/08 |
10:00am |
|
45 |
816 |
MO |
* |
7/11/08 |
10:00am |
|
46 |
662 |
MS |
$200,000 |
7/9/08 |
10:00am |
|
47 |
252 |
NC |
$250,000 |
7/25/08 |
10:30am |
|
48 |
252 |
NC |
$650,000 |
7/22/08 |
2:00pm |
|
49 |
336 |
NC |
$700,000 |
7/8/08 |
9:00am |
|
50 |
505 |
NM |
$500,000 |
7/22/08 |
10:00am |
|
51 |
505 |
NM |
* |
7/24/08 |
9:00am |
|
52 |
702 |
NV |
$500,000 |
7/17/08 |
9:00am |
|
53 |
775 |
NV |
$1,000,000 |
7/24/08 |
3:00pm |
|
54 |
518 |
NY |
$2,600,000 |
7/10/08 |
11:00am |
|
55 |
419 |
OH |
$475,000 |
7/9/08 |
10:00am |
|
56 |
440 |
OH |
$450,000 |
7/8/08 |
2:30pm |
|
57 |
513 |
OH |
* |
7/30/08 |
11:00am |
|
58 |
614 |
OH |
* |
7/23/08 |
11:30am |
|
59 |
541 |
OR |
$650,000 |
7/17/08 |
10:00am |
|
60 |
541 |
OR |
$1,200,000 |
7/15/08 |
10:00am |
|
61 |
541 |
OR |
$1,400,000 |
7/15/08 |
9:00am |
|
62 |
541 |
OR |
* |
7/24/08 |
9:00am |
|
63 |
570 |
PA |
$2,000,000 |
7/22/08 |
10:00am |
|
64 |
570 |
PA |
* |
7/9/08 |
10:00am |
|
65 |
570 |
PA |
* |
7/22/08 |
10:00am |
|
66 |
724 |
PA |
$2,500,000 |
7/31/08 |
9:30am |
|
67 |
814 |
PA |
$2,300,000 |
7/29/08 |
10:00am |
|
68 |
803 |
SC |
* |
7/8/08 |
9:30am |
|
69 |
843 |
SC |
* |
7/16/08 |
10:00am |
|
70 |
423 |
TN |
$1,500,000 |
7/29/08 |
2:30pm |
|
71 |
423 |
TN |
* |
7/16/08 |
10:00am |
|
72 |
615 |
TN |
* |
7/23/08 |
2:00pm |
|
73 |
731 |
TN |
$500,000 |
7/16/08 |
2:00pm |
|
74 |
731 |
TN |
* |
7/30/08 |
9:00am |
|
75 |
865 |
TN |
* |
7/7/08 |
11:00am |
|
76 |
865 |
TN |
* |
7/30/08 |
10:00am |
|
77 |
210 |
TX |
$550,000 |
7/11/08 |
10:00am |
|
78 |
512 |
TX |
* |
7/15/08 |
10:00am |
|
79 |
713 |
TX |
$550,000 |
7/14/08 |
3:00pm |
|
80 |
806 |
TX |
$1,100,000 |
7/7/08 |
10:00am |
|
81 |
903 |
TX |
* |
7/16/08 |
9:30am |
|
82 |
903 |
TX |
* |
7/24/08 |
3:30pm |
|
83 |
972 |
TX |
$400,000 |
7/16/08 |
10:30am |
|
84 |
801 |
UT |
$900,000 |
7/16/08 |
9:00am |
|
85 |
801 |
UT |
$1,100,000 |
7/22/08 |
10:30am |
|
86 |
801 |
UT |
* |
8/5/08 |
2:00pm |
|
87 |
703 |
VA |
$300,000 |
7/8/08 |
10:00am |
|
88 |
802 |
VT |
$1,500,000 |
7/7/08 |
11:00am |
|
89 |
802 |
VT |
* |
7/21/08 |
9:00am |
|
90 |
206 |
WA |
* |
7/18/08 |
10:00am |
|
91 |
360 |
WA |
$1,200,000 |
7/16/08 |
10:00am |
|
92 |
262 |
WI |
* |
7/31/08 |
2:00pm |
|
93 |
414 |
WI |
$450,000 |
7/15/08 |
9:30am |
|
94 |
715 |
WI |
$400,000 |
7/29/08 |
2:30pm |
|
95 |
715 |
WI |
* |
7/8/08 |
1:30pm |
|
96 |
920 |
WI |
$400,000 |
7/22/08 |
2:00pm |
|
97 |
920 |
WI |
$1,200,000 |
7/28/08 |
10:00am |
|
98 |
920 |
WI |
$1,500,000 |
7/29/08 |
10:00am |
|
99 |
920 |
WI |
* |
7/24/08 |
2:30pm |
|
100 |
304 |
WV |
$800,000 |
7/21/08 |
10:00am |
* More information will be provided
when you speak with a 401kExchange
representative. |
|