Our Plan Performance Report is specifically designed to help you make those appointments and generate face-to-face meetings with decision makers. With 25 years of experience we can quickly uncover the flaws and “Red Flags” associated with any given plan so that you don’t have to. This is exactly what we have done with the Plan Performance Report. We know which plans present the best opportunities for takeover; plans with audit exposure, high fees, liability issues, low investment performance & obvious filing errors. Having information like this will grab the attention of decision makers who will be more than happy to meet with you or schedule that morning conference call you’ve been working on for months.
Why would they be willing to do this? Because you’re going to warn them about the personal liability they face if they don’t act quickly and deal with the performance issues, the high fees & risk factors that exist within their plan.
As an example of the background information you can assemble; you’ll have a report with clear and concise data that reveals how any specific plan compares with all other plans of a similar size. You will have percentile ratings on investment performance, fee structure and replacement income. You’ll have the ability to combine a company’s Plan Performance Report with their Service Provider History to uncover service providers who took over just before a plan sustained a significant drop in performance. Information of this nature is extremely valuable!
Employers have no idea what the rate of return is on their investments, expense percentages, management fees or replacement income and they definitely have no idea where they stand in relationship to other plans. As an expert you’ll have all the data you need to inform your prospects; tell them what the numbers mean, which ones are important and where their plan stands in relationship to all other comparable plans.
It’s Information like this that captures the attention of prospects and will get you in the front door. Plan decision makers & fiduciaries cannot afford to ignore this information, there’s just too much personal liability at stake for them. The reports and tools we’ve developed are designed to grab a prospect’s attention, create urgency and lead to face-to-face meetings.
At Larkspur we’ve moved beyond being a data provider with a search tool attached. We’ve taken the time to evaluate the data we’ve collected and turned it into a Marketing Tool. We’re looking for clients who recognize the value of insightful information and are serious about growing their book of business.
Call one of our business development specialists or fill out an info request form to learn more about our products and tools. We’re here to help you expand your business. Take advantage of us today.
New Reports Designed To Generate
Our New Plan Performance Report is designed to generate face-to-face meetings with plan sponsors. The report features Clear and Concise Performance Ratings on rates of return, investment fees and expense percentages for every plan. In addition, each plan is compared to all other plans of a similar size & type.
The report also includes a calculation of Income Replacement that is guaranteed to grab the attention of plan sponsors & decision-makers. Imagine telling an employer that his company’s 401(k) plan is projected to replace only 25% of his employees’ pre-retirement income? This is definitely not good news, but it will certainly get their attention. You will not find this information anywhere else; it is proprietary to Larkspur Data.
Our Planisphere product includes a NEW Search Tab for Prime Targets. With this tab you can quickly select criteria that will lead directly to problem plans. Plans with Low Performance Ratings, Fiduciary Issues, Obvious Risk Factors such as Corrective Distributions, Late Contributions, Fidelity Bond Issues, Lack of QDIA or High Net-Worth Owners if you’re interested. You can save the search criteria as one of your Prime Target queries and use it again & again.
See below for more detailed information.
This report will open the door to new clientele. It’s designed to generate the urgency that will lead to face-to-face contacts with plan sponsors & decision makers.
Quickly locate plans that are Prime Targets for your services. Problem plans with obvious filing errors and fiduciary issues…
Prospects of Wealth is our searchable database of 4 million High-Net-Worth individuals. We have over 40 wealth indicators and other characteristics pointing to accumulated wealth.