Stay in touch with Plan Sponsors with the Larkspur Executive Mobile App!
Today's release is about mobile apps with tons of new functionalities. With included update notifications and email open rate tracking system this app will become a really valuable tool in the hands of an experienced advisor, who wants to prospect executives with just one click on a smartphone!
Understanding the E-Mail Validation feature in Larkspur Executive Pro
When we released the CTML (Customizable Trackable Marketing Letters) in Larkspur Executive, we realized that one criteria, above all others, would be paramount to our client’s success in utilizing this...Read More
Successful Marketing with LE Pro/Platinum
The Basics – For Everyone Not for everyone – But very helpful, even in parts The End One of the most common requests we receive from clients is to share...Read More
Do Not Trade Time For Money: Focus on Value You Add to Qualified Plans
Imagine combining features of an email marketing engine such MailChimp with the most detailed database of 700K+ plans and 1.2M+ executive contacts at plan sponsors. All this is connected to...Read More
Sell Massively to Plan Sponsors Without Leaving Home
2020 certainly started out with a bang, in fact, with a few of them. Market volatility is putting fear into the hearts of 401(k) holders and plan sponsors. Virus fears are causing people to travel and interact less. So what is a retirement plan advisor to do in such an environment?
Case Study: Identifying Fiduciary Risks with the Right Tools
Our client is able to review and analyze virtually every defined contribution plan in the country using the Larkspur Executive. They specialize in acting as a fiduciary to the plan and helping plan sponsors to avoid fiduciary liability themselves. When hunting for new prospects they need a variety of specialized indicators can tell them if a plan may be at fiduciary risk so they can market their services to these prospects.