Advanced Prospecting with the Form 5500 and Beyond
Date & Time
Tuesday, April 2, 2019, 1:30 PM - 2:30 PM
Join Eric Ryles, VP of ALM’s Judy Diamond, for an in-depth session on how to identify and connect with prospects using data pulled from the Form 5500. Attendees will learn where to find key information, analyze trends, and present information to Plan Sponsors
- Spot important flags on the 5500 that suggest the plan may be out of compliance.
- Understand and present complex disclosure data to your prospects
- Uncover the relationships between carriers, brokers, and plan sponsors
- Identify the right person to contact