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Powering the sales engines
of top producers
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Come back to Judy Diamond Associates this spring |
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Did you know that Retirement Plan Prospector offers the same functionality of the King of Pension Funds, but in an easier to use website? Did you know that we’ve added Plan Score Cards, Red Flags, and new customizable plan reports to the toolset?
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Take Prospector for a Test Drive |
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| Use Red Flags to identify the leads that may be most receptive to changing providers. |
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| Walk your prospects through our Plan Score Card to highlight areas in which you can make a difference. |
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| Engage in best practices with built-in tools and regular free training. |
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| Email large plan decision-makers.
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Request a trial of Retirement Plan Prospector at www.judydiamond.com/tour
or call 800-231-0669 to receive a short demonstration.
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Did you know that Retirement Plan Prospector offers the same functionality of the King of Pension Funds, but in an easier to use website? Did you know that we’ve added Plan Score Cards, Red Flags, and new customizable plan reports to the toolset? |
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Judy Diamond Associates, Inc. • Toll Free: 800-231-0669 • Main: 202-728-0840 • Email 1301 Connecticut Ave NW, Suite 300 Washington, DC 20036 |