Retirement Plan Advisor
Prospecting Resources

  • Judy Diamond

    Convert More Leads & Close More Business with Larkspur Data Resources

    Providing data, marketing and sales services for financial advisors

    Increase your benefits and retirement plan market share with precise plan data and competitive knowledge.

  • Larkspur Data

    401k and Pension Lead Generation & Analysis

    Find and win new business with easy to understand Red Flags, Plan Score Cards, and Sales Talking Points.

    Ideal for group retirement plan sales and marketing professionals.

  • BrightScope

    World Class Sales Intelligence for Top Retirement Plan Advisors

    Identify Top Prospects

    Win First Meetings

    Close Business Faster

TSC in Numbers

+

Years in Business

+

Retirement Plans

$+

Billion
Assets Under Administration

%

Retirement Plans
Closing Ratio

+

Years Avg Client is with TSC

© Elite Retirement Alliance 2018