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Industry Insight from Fred Barstein
September Opportunity
Index Good for Experienced Advisors
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AS CHARLES DICKENS once penned, “It was the
best of times, it was the worst of times…it was the spring
of hope, it was the winter of despair.”
Coming into the start of the selling season, the
September 2009 401kExchange
Opportunity
Index¹ for record keepers declined to its lowest level
of the year dipping below 2% for all markets...
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Retirement Savings Bandwagon Gains Horsepower
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OVER THE LABOR DAY
weekend, the administration temporarily shifted its focus
away from health care and provided its first insight into
what is arguably as daunting a challenge for the American
people — retirement savings. In President Obama’s weekly
radio address on September 5, he outlined five proposals
aimed...
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Upcoming Event
Fifth Annual DCP Institute
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AS THE
RESPONSIBILITY for retirement security shifts from
government and corporations into the era of “personal
responsibility”, experienced and trained advisors are
increasingly becoming the key lynchpins in retirement
success for millions of Americans.
Successful
advisors that minimize corporate costs, work, and liability
and have...
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The 401kWire to Name the
Most Influential Advisors in Defined
Contribution
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CURRENTLY, IDENTIFYING THE top Defined
Contribution advisors is more of an art than a science.
Various constituents including record keepers, broker
dealers, investment only providers (IO’s), TPA’s, and even
database/media companies have their own lists, but
none can...
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Prospect Pipeline APPOINTMENTS
Over $65 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 Melissa
Nixon, ext. 3308 or
mnixon@401kexchange.com.
|
Lead #
|
Area Code
|
State
|
Assets
|
Appt. Date
|
Appt Time
|
|
1 |
907 |
AK |
$2,000,000 |
10/22/09 |
10:00am |
|
2 |
805 |
CA |
$250,000 |
10/28/09 |
10:00am |
|
3 |
202 |
DC |
$275,000 |
10/30/09 |
10:00am |
|
4 |
772 |
FL |
$600,000 |
10/16/09 |
9:30am |
|
5 |
706 |
GA |
$2,000,000 |
10/14/09 |
10:00am |
|
6 |
706 |
GA |
$210,000 |
10/15/09 |
2:00pm |
|
7 |
712 |
IA |
$450,000 |
10/14/09 |
9:00am |
|
8 |
815 |
IL |
$225,000 |
10/14/09 |
9:00am |
|
9 |
815 |
IL |
$400,000 |
10/14/09 |
10:00am |
|
10 |
260 |
IN |
$650,000 |
10/29/09 |
2:30pm |
|
11 |
913 |
KS |
$500,000 |
10/21/09 |
2:00pm |
|
12 |
859 |
KY |
* |
10/30/09 |
3:00pm |
|
13 |
207 |
ME |
$1,000,000 |
10/20/09 |
10:00am |
|
14 |
207 |
ME |
$1,500,000 |
10/21/09 |
10:00am |
|
15 |
586 |
MI |
$300,000 |
10/14/09 |
4:00pm |
|
16 |
989 |
MI |
$500,000 |
10/15/09 |
10:00am |
|
17 |
269 |
MI |
* |
10/21/09 |
9:00am |
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18 |
248 |
MI |
* |
10/27/09 |
3:00pm |
|
19 |
740 |
MI |
* |
10/28/09 |
10:00am |
|
20 |
320 |
MN |
$500,000 |
10/30/09 |
9:00am |
|
21 |
573 |
MO |
$800,000 |
10/16/09 |
10:00am |
|
22 |
314 |
MO |
* |
10/16/09 |
2:00pm |
|
23 |
573 |
MO |
$1,000,000 |
10/21/09 |
2:00pm |
|
24 |
336 |
NC |
$2,500,000 |
10/19/09 |
2:00pm |
|
25 |
919 |
NC |
$700,000 |
10/26/09 |
10:00am |
|
26 |
910 |
NC |
$600,000 |
10/27/09 |
10:00am |
|
27 |
702 |
NV |
$400,000 |
10/14/09 |
9:00am |
|
28 |
518 |
NY |
$2,000,000 |
10/14/09 |
10:00am |
|
29 |
419 |
OH |
$400,000 |
10/13/09 |
9:00am |
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30 |
740 |
OH |
$550,000 |
10/14/09 |
10:00am |
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31 |
937 |
OH |
$500,000 |
10/15/09 |
10:00am |
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32 |
419 |
OH |
$300,000 |
10/16/09 |
9:00am |
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33 |
419 |
OH |
$550,000 |
10/21/09 |
9:00am |
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34 |
419 |
OH |
$700,000 |
10/21/09 |
9:00am |
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35 |
419 |
OH |
$2,400,000 |
10/22/09 |
2:30pm |
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36 |
740 |
OH |
$550,000 |
10/27/09 |
10:00am |
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37 |
419 |
OH |
$1,500,000 |
10/28/09 |
10:00am |
|
38 |
918 |
OK |
$350,000 |
10/21/09 |
9:00am |
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39 |
843 |
SC |
$130,000 |
10/21/09 |
9:00am |
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40 |
423 |
TN |
$700,000 |
10/14/09 |
9:30am |
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41 |
901 |
TN |
$200,000 |
10/20/09 |
3:00pm |
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42 |
423 |
TN |
$700,000 |
10/28/09 |
2:30pm |
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43 |
903 |
TX |
$1,000,000 |
10/13/09 |
4:00pm |
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44 |
936 |
TX |
$750,000 |
10/15/09 |
9:00am |
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45 |
540 |
VA |
$1,600,000 |
10/08/09 |
11:00am |
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46 |
540 |
VA |
$500,000 |
10/15/09 |
10:30am |
|
47 |
540 |
VA |
$500,000 |
10/15/09 |
2:00pm |
|
48 |
540 |
VA |
$525,000 |
10/15/09 |
2:00pm |
|
49 |
276 |
VA |
$1,800,000 |
10/20/09 |
9:30am |
|
50 |
540 |
VA |
$900,000 |
10/23/09 |
10:00am |
|
51 |
757 |
VA |
* |
10/27/09 |
10:00am |
|
52 |
540 |
VA |
$1,000,000 |
10/30/09 |
2:00pm |
|
53 |
715 |
WI |
$400,000 |
10/13/09 |
9:00am |
|
54 |
608 |
WI |
$270,000 |
10/15/09 |
9:30am |
|
55 |
304 |
WV |
$300,000 |
10/15/09 |
11:00am |
* More information will be provided
when you speak with a 401kExchange
representative. |
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