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Larkspur PRO Plus
3.1 Million Executives with contact info
850k+ Qualified Plans
Riskless – Money Back Guarantee
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Done-For-You Marketing:
Larkspur PRO Plus includes unlimited customer support and 1-on-1 trainings
Marketing campaign targeting 100s of plan sponsors in your area
Everything is Done-For-You by experts
Your job is to follow up with leads that come out of the campaign
100% Guaranteed Results
30 day money back guarantee
Assigned Marketing Experts At Your Disposal
Proven Track Record: We helped plan advisors win many 100s of plans
Done-For-You: We provide leads, software and consulting
Marketing Bonuses to Help You Win:
LE PRO PLUS marketing quizzes as lead magnets for plan sponsors
Build landing pages for each audience right in LE PRO PLUS
Built-in CRM with alerts to call when executive interacts with your emails
Reach every prospect:
3.1 Million Executives with contact info
850k+ Qualified Plans
All plans in the country
Be the first with daily update
Be the first to contact the plan with daily data update
Red flags & plan ratings
Executives data includes emails, social media profiles, phone numbers
Here is How Our Software Will Help You Win Plans:
Sell From Home on Autopilot:
LE PRO sends automated email campaigns to plan sponsors
High ROI Process:
LE PRO does the job of a salesperson knowledgeable in qualified plans
Analyze & Win Any Plan Today!
Detailed Intelligence on 850,000+ Retirement Plans
Reach Out To Decision Makers
Over 3.1 Million Plan Executives With Contact Info
Improve Plan Investments
Menu Breakdown for 80,000+ Plans
Be the First One to Present
Real Time Plan Filing Update For You (While Others Wait)
We brought in 50 plans this year, 50 plans. We drove $1.1 MILLION in new revenue
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Success Case Study: See How Ironwood Retirement Plan Advisors use LE PRO marketing automation to win plans
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Testimonials
Alexander Pasquale
President of the Everest Consultants, LLC
RiXtrema is by far the best product our company has utilized for both prospecting and generating proposals for ERISA prospects. When using RixTrema to present to prospects, our closing rate has increased drastically. It makes it very easy for any individual to understand and digest. On top of the great product, the support and customer service have been outstanding!
Greg Hicks
CRPC® Vice President – Investments
I wanted to give a recommendation to the group at Rixtrema! We’ve worked together adding a few personalized features to the web site and the service has been outstanding. The web site has allowed me to double my prospecting efforts.
Valeri Bishop
AIF®
Our firm can not only provide excellent plan governance but the cost sayings can be truly eye opening. Builds credibility with your strategic partners and enhances referrals. Also the support has been amazing when I have questions, response is outstanding!
Brian Thompson
CPFA | Retirement Plan Advisor & Wealth Manager
An excellent combination of dynamically-presented plan data with a strong built in marketing system, wrapped in great concierge-level training & service to make it impactful for Advisors.
Terri
Advisor: President of the Retirement Consulting Firm
Larkspur Executive has really helped streamline our marketing and target our audience for far more efficiency. The ability to see who is opening mail and even enable them to respond with a click so we can act quickly to schedule meetings is smart and valuable. I don’t have to make random calls because this program allows our firm to reach out to those only who respond to our communications, making our conversations focused and our time productive. The ease in which we can use this software and, mostly, the hands-on support is fantastic. Very pleased with this investment and it has already paid for itself.
Space is Limited: Offer Ends Soon
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Sell Your Services to 1000's of Plans with a Few Clicks
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Find the Larkspur Executive plan for you
Pro
$3495
/user / 12 Months
850,000+ plans
1.2 + million plan executives with contact data at your fingertips
Automated email campaigns to 700k qualified plans
300 simultaneous campaigns
Notification when decision maker opens your emails
Expert designed email campaign available to you on day 1 of subscription
($2300 value)
Ability to create email campaigns in bulk: many plans and many emails sent at once saving you time
Most popular
Pro Plus
$6945
/user / 12 Months
$4995
Everything in Larkspur Executive PRO+
500 simultaneous campaigns
3.1 + million plan executives with contact data at your fingertips
Bonus #1
LE PRO PLUS CRM: Lead Management & Immediate Alerts for Fast Follow-up
($650 value)
Bonus #2
Marketing Quizzes: Lead Magnets To Attract Plan Sponsors
($1200 value)
Extra Bonus #1
Landing Page Creator: Build custom landing pages for any audience from templates
($600 value)
Extra Bonus #2
FundScreener: Advanced fund rating tool to help pitch investment menus to plans
($1200 value)
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