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JULY 2, 2008

NEWSLETTER SPONSORS

 
 
From Last Week's Exchange
Interview with Jim Davey from The Hartford
 
 

IN THE PAST, we have focused on brand and distribution to determine who will be the survivors and winners in the 401(k) and DC market among the larger, national record keepers. More and more, these strengths are becoming table...
Read More

 
 

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.

 

Symetra

Diversified

Goldman Sachs
Standard
Columbia Management

RolloverSystems

RSM McGladregy

JP Morgan

PacificLife

Standard

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