|
Prospect Pipeline APPOINTMENTS
Over $38 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 |
408 |
CA |
$243,000 |
8/12/08 |
10:30am |
|
2 |
909 |
CA |
$300,000 |
7/17/08 |
10:00am |
|
3 |
650 |
CA |
$300,000 |
7/23/08 |
10:00am |
|
4 |
415 |
CA |
$400,000 |
7/31/08 |
2:30pm |
|
5 |
760 |
CA |
$567,000 |
7/30/08 |
1:00pm |
|
6 |
707 |
CA |
$2,500,000 |
7/24/08 |
9:30am |
|
7 |
850 |
FL |
$990,000 |
8/6/08 |
11:00am |
|
8 |
770 |
GA |
* |
7/24/08 |
10:00am |
|
9 |
770 |
GA |
* |
7/24/08 |
10:00am |
|
10 |
712 |
IA |
$500,000 |
7/24/08 |
2:00pm |
|
11 |
712 |
IA |
* |
7/22/08 |
3:00pm |
|
12 |
217 |
IL |
$500,000 |
7/30/08 |
10:00am |
|
13 |
708 |
IL |
$1,100,000 |
7/29/08 |
10:00am |
|
14 |
618 |
IL |
$1,500,000 |
7/29/08 |
2:00pm |
|
15 |
312 |
IL |
$2,500,000 |
8/21/08 |
10:00am |
|
16 |
630 |
IL |
* |
7/17/08 |
9:00am |
|
17 |
217 |
IL |
* |
7/22/08 |
9:00am |
|
18 |
574 |
IN |
$625,000 |
7/28/08 |
9:30am |
|
19 |
219 |
IN |
$900,000 |
8/28/08 |
10:00am |
|
20 |
765 |
IN |
$1,500,000 |
7/30/08 |
2:30pm |
|
21 |
606 |
KY |
$400,000 |
7/22/08 |
9:00am |
|
22 |
606 |
KY |
$1,800,000 |
7/23/08 |
4:00pm |
|
23 |
502 |
KY |
* |
8/6/08 |
2:00pm |
|
24 |
502 |
KY |
* |
8/13/08 |
9:00am |
|
25 |
508 |
MA |
$2,100,000 |
7/17/08 |
9:00am |
|
26 |
410 |
MD |
$860,000 |
7/29/08 |
10:00am |
|
27 |
507 |
MN |
$2,000,000 |
8/5/08 |
9:00am |
|
28 |
763 |
MN |
* |
7/17/08 |
9:00am |
|
29 |
507 |
MN |
* |
7/23/08 |
9:00am |
|
30 |
314 |
MO |
$250,000 |
7/23/08 |
2:00pm |
|
31 |
636 |
MO |
$2,000,000 |
7/22/08 |
10:00am |
|
32 |
816 |
MO |
* |
8/12/08 |
9:00am |
|
33 |
573 |
MO |
* |
7/31/08 |
10:00am |
|
34 |
704 |
NC |
$250,000 |
8/6/08 |
3:00pm |
|
35 |
252 |
NC |
$650,000 |
7/22/08 |
2:00pm |
|
36 |
336 |
NC |
* |
7/25/08 |
9:00am |
|
37 |
505 |
NM |
$215,000 |
7/23/08 |
10:00am |
|
38 |
505 |
NM |
$1,000,000 |
7/30/08 |
2:30pm |
|
39 |
505 |
NM |
* |
7/24/08 |
9:00am |
|
40 |
419 |
OH |
$500,000 |
7/17/08 |
2:00pm |
|
41 |
419 |
OH |
$500,000 |
8/6/08 |
2:00pm |
|
42 |
419 |
OH |
$600,000 |
8/13/08 |
9:30am |
|
43 |
330 |
OH |
$650,000 |
7/24/08 |
10:30am |
|
44 |
740 |
OH |
$801,000 |
7/21/08 |
9:00am |
|
45 |
614 |
OH |
* |
7/23/08 |
11:30am |
|
46 |
937 |
OH |
* |
8/6/08 |
10:00am |
|
47 |
513 |
OH |
* |
7/30/08 |
11:00am |
|
48 |
541 |
OR |
* |
7/24/08 |
9:00am |
|
49 |
724 |
PA |
$2,100,000 |
7/24/08 |
2:00pm |
|
50 |
843 |
SC |
* |
8/12/08 |
11:00am |
|
51 |
605 |
SD |
$1,000,000 |
8/15/08 |
2:30pm |
|
52 |
423 |
TN |
$1,500,000 |
7/29/08 |
2:30pm |
|
53 |
731 |
TN |
* |
7/30/08 |
9:00am |
|
54 |
865 |
TN |
* |
7/30/08 |
10:00am |
|
55 |
615 |
TN |
* |
7/23/08 |
2:00pm |
|
56 |
703 |
VA |
$1,500,000 |
7/24/08 |
2:30pm |
|
57 |
802 |
VT |
* |
7/21/08 |
9:00am |
|
58 |
509 |
WA |
$400,000 |
8/12/08 |
10:30am |
|
59 |
360 |
WA |
$400,000 |
8/21/08 |
10:00am |
|
60 |
425 |
WA |
$500,000 |
7/29/08 |
11:00am |
|
61 |
206 |
WA |
* |
8/6/08 |
10:00am |
|
62 |
715 |
WI |
$400,000 |
7/29/08 |
2:30pm |
|
63 |
920 |
WI |
$1,200,000 |
7/28/08 |
10:00am |
|
64 |
920 |
WI |
$1,500,000 |
7/29/08 |
10:00am |
|
65 |
920 |
WI |
* |
7/24/08 |
2:30pm |
|
66 |
262 |
WI |
* |
7/31/08 |
2:00pm |
* More information will be provided
when you speak with a 401kExchange
representative. |
|