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DECEMBER 2, 2009		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Turning Sand into Silicon     JUST AS MANY experts are wondering how there can be a true recovery from cost cutting and tepid top line growth, we get news from Dubai that has many concerned whether this is just a blip or the beginning of massive deleveraging of sovereign debt.  So while others are pondering the fate of the universe, the Dow Jones Industrial... Read More         Upcoming Event Fifth Annual DCP Institute     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... Read More       From Last Week's Exchange Roth Conversions and Individual Retirement Annuities     WITH THE UPCOMING 2010 law changes that will liberalize conversions to Roth IRAs going forward, our ERISA consultants on the Columbia Management Resource Desk have been answering an increasing number of calls from financial advisors who have specific questions about Roth IRA conversions and the tax implications for their clients... Read More       Prospect Pipeline APPOINTMENTS Over $50 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 1 707 CA $1,300,000 12/16/09 10:00am 2 818 CA $200,000 12/18/09 10:00am 3 970 CO $1,500,000 12/9/09 9:00am  4 863 FL $300,000 12/15/09 9:00am  5 561 FL $300,000 12/16/09 10:00am 6 912 GA $200,000 12/28/09 11:00am 7 319 IA $1,500,000 12/15/09 9:00am  8 712 IA $2,000,000 12/17/09 9:00am  9 618 IL $400,000 12/3/09 10:00am 10 617 MA $250,000 12/11/09 10:00am 11 989 MI $700,000 12/9/09 10:00am 12 989 MI $600,000 12/17/09 10:30am 13 218 MN $500,000 12/29/09 10:00am 14 816 MO $700,000 12/9/09 9:00am  15 662 MS $1,000,000 12/17/09 10:00am 16 910 NC $353,000 12/4/09 9:30am  17 336 NC * 12/7/09 2:00pm  18 910 NC $700,000 12/10/09 10:00am 19 910 NC $150,000 12/14/09 10:00am 20 910 NC $1,500,000 12/22/09 3:00pm  21 910 NC $2,000,000 12/28/09 10:00am 22 603 NH * 12/15/09 1:00pm  23 513 OH $700,000 12/7/09 9:30am  24 330 OH $300,000 12/8/09 2:00pm  25 419 OH $425,000 12/8/09 9:00am  26 330 OH $500,000 12/9/09 10:30am 27 330 OH $600,000 12/9/09 10:00am 28 330 OH * 12/11/09 9:30am  29 419 OH $300,000 12/16/09 3:00pm  30 800 OH * 12/16/09 1:30pm  31 814 PA $500,000 12/23/09 9:30am  32 605 SD $1,500,000 12/9/09 1:00pm  33 901 TN $450,000 12/10/09 10:30am 34 423 TN $1,200,000 12/30/09 2:00pm  35 801 UT * 12/16/09 10:00am 36 540 VA $500,000 1/14/10 2:00pm  37 509 WA $500,000 12/17/09 10:00am 38 425 WA $650,000 12/28/09 2:00pm  39 360 WA $350,000 12/30/09 10:00am 40 509 WA $660,000 12/30/09 1:30pm  41 608 WI * 12/10/09 2:00pm  42 715 WI $1,500,000 12/17/09 10:00am   * More information will be provided when you speak with a 401kExchange representative.		Visit the Newsletter Archive Unsubscribe From Future Newsletters   Visit the Sponsor Directory
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