Planisphere comes pre-loaded with a set of search indicators for locating Prime Target candidates. We also have “Red Flagged” qualified plans where we’ve uncovered obvious compliance and liability issues. Using the Primary Criteria tab advisors can quickly access any or all of these flagged plans.

This search instantly locates problem plans; plans with low-performance ratings and known fiduciary issues. Plans with obvious risk factors such as corrective distributions, late contributions, fidelity bond issues, lack of QDIA option or high net-worth owners if you’re interested.

We’ve identified these problem plans, so that you don’t have to.  All you need to do is enter the location, size or plan type you’re looking for, press Enter and you have a list of qualified prospects at your fingertips.

These targets are what we call “low-hanging fruit”; plans with obvious issues that should be easy candidates for contact and discussion. Turn these over to your staff and start making initial contacts. You can begin to grow your business today.  If you select all the candidates in your local area that meet your basic criteria, there is no way  you can fail to pick up at least one of these candidates over the next 12 months.

Just a single contact every month, for the next 12 months will convert 1 of these to a new customer. We’re happy to show you how.  All of the preparation work has been done, all you need to do is decide which plans you want to target.

With 25 years of experience, we know which plans present the best opportunities for takeover; plans with audit exposure, high fees, liability issues, low investment performance & other obvious flaws. 

Given the right approach, with the depth of information you hold you should be able to grab the attention of decision-makers who will be more than happy to meet with you.

In addition to all the above, once you’ve found the Prime Targets you’re interested in you can:

  • Continuously refine your search criteria;
  • Name and save your searches for future use;
  • Tag leads as active, hot, warm, cold or whatever you want;
  • Prioritize and calendar leads for follow-up;
  • Check to see who is on today’s agenda;

Contact us for more information and sales training; learn how to apply this feature to grow your business.  Call us at 800-282-4567, ask for one of our business development professionals and tell them you want to know more about Prime Targets & Red Flagged plans.