Quick User Guide – Prospects of Wealth
Find a prospect in your area using our search tool Search by a zip code in your area. You can also put in some radius.Choose the source: Executives (the database...Read More
Thursday, December 18, 2025
Blog 3 Columns
Big Page Title Style
The Pandemic and Participants
«Most Americans (69%) describe themselves as proactive or planners—and 64% either have a plan or have thought in detail about how to afford their desired lifestyle in retirement».
Quick User Guide – 401kFO Steps
Edit Your Settings Step 1. Select the Person Icon in the top Right Step 2. Edit you company details Step 3. Edit your Optimization settings Add...Read More
Quick User Guide – Planisphere
When you first log in to Planisphere, the Search page is your starting point
How to Assess Risk When Investing in Crypto – Use Coinoptimiser
According to coinmarketcap.com, as of April 2021, there were more than 9,000 cryptocurrencies that facilitate peer-to-peer transfers of data and value. Where does this leave the individual who believes in...Read More
Call Center Booster To Marketing Reach
This is the question you will be asking when developing your own growth strategies. The answer to this question can vary from business to business. In general, it is a marketing approach focused on creating and distributing valuable, relevant, and consistent content to attract and retain a clearly defined audience — and, ultimately, to drive profitable customer action.
Reconsider Adding Revenue-Sharing Funds To Your Investment Menu
You may want to consider removing revenue-sharing plans from the investment menu, as they actually increase your spending and lower income.
Invest In Your Local Community
Don’t allow the current economic turmoil to impact your creativity. It might be tough out there but now more than ever it’s important to think big.
Pension Plans: Are They Coming Back in a New Form?
Defined Contribution plans like 401(k)s have almost replaced pension plans entirely, although many plan providers and insurance companies are trying to make DC and pension plans similar in a number of ways. The latest step in that direction has been to include guaranteed income options in 401(k)s, which will be tested out soon in the market.