Welcome to the Prospecting & Sales Insight, an in-depth, monthly newsletter
offering unique sales strategies targeted to the pension and benefit marketplace,
as well as insight on how to best leverage freeERISA.com as a prospecting tool.
Click on the issue to see the entire article.
Volume VI: Issue #6: November, 2008
The Next Wave of Asset Allocation: Stocks and Commodities Futures
Volume VI: Issue #5: September, 2008
How to Fill Gaps in the NQDC Story
Volume VI: Issue #4: July, 2008
Equity Valuation: Back to the Basics
Volume VI: Issue #3: May, 2008
Help Clients and Prospects Evaluate the Promises of Defined Benefit Plans
Volume VI: Issue #2: March, 2008
A Valuable Retirement Plan Service: Liquidity Counseling
Volume VI: Issue #1: January, 2008
Client Communications in Complex Times
Volume V: Issue #6: November, 2007
Now Is the Time to Offer Clients a Muni Bond Review
Volume V: Issue #5: September, 2007
The Value of Flexible Untaxable Retirement Income
Volume V: Issue #4: July, 2007
What to Tell Your Clients about Housing:
Bottom-up Insights from the Bubble Bloggers
Volume V: Issue #3: May, 2007
What to Tell Your Clients about Housing:
Bottom-up Insights from the Bubble Bloggers
Volume V: Issue #2: March, 2007
Meet the New Boss of Participant-Directed Plans
Volume V: Issue #1: January, 2007
The Value of an Economic Review & Outlook to Your Clients
Volume IV: Issue #6: December 2006
Benefits of Adding Commodities to Asset Allocation Programs
Volume IV: Issue #5: November 2006
Feature Story
Automatic Enrollment Is the Future of 401(k) and 403(b) Plans
Volume IV: Issue #4: July, 2006
Feature Story
Why You Should Help Clients Evaluate GMWBs
Volume IV: Issue #3: May, 2006
Feature Story
Help Your High-income Senior Clients Plan for New Tax Complexities
Volume IV: Issue #2: March, 2006
Feature Story
The Search for a New Core
Volume IV: Issue #1: January, 2006
Feature Story
How to Evaluate Long/Short Equity Funds for Specific Clients
Volume III: Issue #6: November, 2005
Feature Story
How to Help Clients Evaluate Renewable Energy Systems
FreeERISA.com Focus
Help! I Haven't Received My Access Code & I've Forgotten My Password!
Volume III: Issue #5: September, 2005
Feature Story
How to Offer a High-Yield CD Shopping Service
Volume III: Issue #4: July, 2005
Feature Story
What to Do About Fee-Based Brokerage
Volume III: Issue #3: May, 2005
Feature Story
A Simple Prospecting Plan for the Small Business Market
Volume III: Issue #2: March, 2005
Feature Story
The Case for Personal Standards in Acceptable Performance Records
FreeERISA.com Focus
Ongoing Relationship Is Important After Insurance Contracts Are Sold
Volume III: Issue #1: January, 2005
Feature Story
Avoid These Five Mistakes of Advice-Giving Professionals
Volume II: Issue #6: November, 2004
Feature Story
An Attractive New Asset Class: "Short-the-Market"
FreeERISA Focus
EIN Finder Is Your Gateway to FreeERISA
by Dan Cole
Volume II: Issue #5: September, 2004
Feature Story
Think Creatively to Help Clients Age 70+ Regain Security
FreeERISA Focus
Enhancements Make EIN Finder an Even Better Prospecting Tool
Volume II: Issue #4: July, 2004
Indexed Alternative Investments Are Here…And Getting Better
Volume II: Issue #3: May, 2004
Feature Story
The LTCI Cost Problem and "Blended" Solutions
FreeERISA.com Focus
Offer Small Business Owners SDBOs
Volume II: Issue #2: March, 2004
Feature Story
How to Avoid the 58% Mistake
FreeERISA.com Focus
A New Window into Business Insurance Market Data
Volume II: Issue #1: January, 2004
Feature Story
The Handwriting on the Wall of the Future
FreeERISA.com Focus
Fund Finder Gives You a New Prospecting Edge
Volume I: Issue #12: November, 2003
Feature Story
What Should You Tell Clients About Mutual Fund Scandals?
FreeERISA.com Focus
Now Is the Time to Contact Participant-Directed Plans
Volume I: Issue #11: September, 2003
Feature Story
How to Become a Fee-Based Advisor to Retirement Plans
FreeERISA.com Focus
How FreeERISA Can Help You Provide Plan Advice
Volume I: Issue #10: July, 2003
Feature Story
How to Do a Better Job Helping Clients Manage Risk
FreeERISA.com Focus
How to Learn About Conversions and Mergers Involving Money Purchase Plans in Your Market
NOTE: Starting in July, Prospecting and Sales Insight will be sent out every other month, but don't worry! It will still have all the helpful and useful information it always has!
Volume I: Issue #9: May, 2003
Feature Story
Scratching Beneath the Surface of Mutual Fund Costs
FreeERISA.com Focus
A Quick Guide to Form 5500 and Its Schedules
Volume I: Issue #8: April, 2003
Feature Story
Are You Working as Your Clients' Investment Cost Manager?
FreeERISA.com Focus
Using FreeERISA.com to Identify Plan Decision-Makers
Volume I: Issue #7: March, 2003
Feature Story
Why Sector-Based Investing Deserves Another Look
FreeERISA.com Focus
Stay Abreast of Changes in Non-Qualified Plans
Volume I: Issue #6: February, 2003
Feature Story
An Interview with Steven Wallman, Founder of FOLIOfn.com
FreeERISA.com Focus
NAICS Codes Can Be Key to Generating Cross-Referrals
Volume I: Issue #5: January, 2003
Feature Story
Modernize Your Asset Allocation Program By Adding a Real Estate Asset Class
FreeERISA.com Focus
How to Create a Quick Mailing List of Businesses in Your Area
Volume I: Issue #4: December, 2002
Feature Story
Eight Reasons ETFs Deserve Attention Now
FreeERISA.com Focus
Addressing the 2F Opportunity
Volume I: Issue #3: November, 2002
Feature Story
Eight Reasons To Be Cautious with Hedge Funds
FreeERISA.com Focus
Prospect Among Terminating Plans by Solving "Notification" Problems
Volume I: Issue #2: October, 2002
Feature Story
Now is the Time to Address Questions About Insurance Financial Strength
FreeERISA.com Focus
5310 Data Is the Key to Plan Rollovers
Volume I: Issue #1: September, 2002
Feature Story
Now Is the Time to Help Consumers Evaluate Annuity Choices
FreeERISA.com Focus
How to Identify and Contact Plans With Deep Losses
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