Planisphere comes pre-loaded with plan-filings that have been “Red Flagged.”  These are records where we’ve uncovered obvious compliance and liability issues. Advisors can quickly access all of these flagged plans by selecting from the Primary Criteria tab.

This search will instantly locate plans with obvious compliance issues such as corrective distributions, late contributions, fidelity bond problems, lack of a QDIA option, etc. We’ve also marked plans who’ve experienced low-performance ratings (1 or 2 years running) and plans with known fiduciary issues.

We’ve identified these problem plans, so that you don’t have to.  All you need to do is enter the location, size or type of plan you’re interested in inside the Primary Criteria tab and you have a list of qualified prospects at your fingertips.

These targets are what we call the “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 use this feature to quickly 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 these Red Flagged plans.