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Presented By:
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Advanced Prospecting with the Form 5500 and Beyond
Learn how to identify and connect with prospects using data pulled from the Form 5500, with Eric Ryles, our VP Customer Solutions, who has over 15 years of experience in the Employee Benefits industry.
This slide deck will cover the following key takeaways:
- 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.
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