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Monday, September 28, 2020

3 Must Have Tools To Grow Your 401K Business

Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing costs and benefits of a retirement plan, then you can easily justify your fees. But what do you with that great analysis when CFO doesn’t respond? This is why we released Larkspur Executive, a joint effort by the newly merged RiXtrema & Larkspur. The database contains 1.2+ million plan executives with social network profiles, other contact information and a way to find your warm lead in the company.

Here is the package:

  • 401kFiduciaryOptimizer: Become a Trusted Plan Advisor By Creating Science-Based Savings For Audited Plans
  • Larkspur Planisphere: Impress Plan Sponsors By Knowing More Financial Information About the Plan Than They Do
  • Larkspur Executive: Contact Warm Leads & Decision Makers Immediately In a Database of 1.2+ Million Plan Executives

The advisor interest in these tools is remarkable, as evident in the number of demo requests. 

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    thanks for the info. This is in accordance with the information provided. The 401k Plan is the best alternative when it comes to thinking about the future after having worked for many years. I will follow the Serca Blog because I found the information published here very interesting.

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