![\"\"](\"./logo-16.svg\"){kind=logo}
\r\n \r\n \r\n Win More Plans!
AI+EMAILS+LINKEDIN+CONTENT=PLAN SPONSOR SALES\r\n\r\n
\r\n \r\n AI you control with financial knowledge you need\r\n
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\r\n Master LinkedIn Plan Sponsor Outreach: Use autopilot process to connect with plan executives in your area & target them with campaigns after connection\r\n
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Become a master of AI in qualified plan & financial advice
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Brand new cutting edge module for working with PDF & photo statements
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\r\n Has the capabilities of ChatGPT, but also knows about finance & 850K retirement plans\r\n
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\r\n Completely private\r\n
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\r\n Integrated with compliance\r\n
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\r\n 401kAI™
AI you control with plan knowledge you need\r\n
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\r\n \r\n 401kAI™
Rule AI instead of fearing it
\r\n Win over plans like never before\r\n\r\n
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\r\n \r\n How one plan tech early adapter won 120 (!) plans over 3 years\r\n
\r\n\r\n 401kAI 3.0\r\n
\r\n\r\n 401kAI is already used by more than 100 firms since launch in May 2023 and it offers extremely high ROI. 401kAI 3.0 goes far beyond communication and includes a full PDF or photo client statement analysis. Take a photo of your lead’s 408(b)(2). Get a stunning research report and answer any questions about it in 3 minutes.\r\n\r\n
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\r\n \r\n Go from prospect PDF or photo to a full research report in 3 minutes\r\n
\r\n\r\n \r\n 10X your communication efficiency\r\n
\r\n\r\n \r\n Write amazing custom emails\r\n\r\n\r\n
\r\n\r\n \r\n Create fast and effective calling pitches\r\n\r\n\r\n
\r\n\r\n \r\n You have full control over 401kAI™\r\n\r\n\r\n
\r\n\r\n 401kAI 3.0: Do 3 hours of Research in 3 minutes\r\n
\r\n\r\n Includes brand new module to work with PDF or photo lead statements. You can go from taking a photo of a screen with prospect statement to delivering analysis in 3 minutes.\r\n
\r\n\r\n 10X your turnaround time for prospects
\r\n\r\n Win plans and clients like never before
\r\n\r\n Deliver meaningful research more often to your clients to keep them engaged
\r\n\r\n 401kAI™ can draft eloquent emails, saving you hours each month\r\n
\r\n\r\n Every email incorporates specific data about the plan i.e. plan red flags, ratings, deficiences, history of participants and assets\r\n
\r\n\r\n \r\n Every email can incorporate advisor's services and highlights of the biography\r\n
\r\n\r\n Emails can focus on plan problems, recent legal cases, regulations (none of this ChatGPT can do)\r\n
\r\n\r\n You can regenerate emails for a plan as many times as you need to get a perfect one\r\n
\r\nEmail writing:
\r\n \r\n\r\n {{ typeValue2 }}\r\n \r\n
\r\n\r\n 401kAI™ Analyzes Any Plan in Two MInutes; Offers You an Executive Summary\r\n
\r\n\r\n Each summary incorporates all of plan filings, with 401kAI™ choosing the most important points\r\n
\r\n\r\n \r\n You control the length and style of the summary\r\n
\r\n\r\n You can regenerate summaries for a plan as many times as you need to get a perfect one\r\n
\r\nCalling pitch:
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\r\n\r\n Free Training Videos: \"AI\", Prospecting Plans, Email Marketing & More\r\n
\r\n100% Money
Back Guarantee
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- \r\n I guarantee that if you are unhappy with the product or unable to use it, we will return your money immediately within one month of the purchase.\r\n \r\n \r\n
- \r\n We are so confident in the product; we are risking major investment of time to guarantee your results\r\n \r\n
- \r\n In 2024 you are going to be in a race against time and other advisors. Do you want to be on a horse buggy or a race car?\r\n \r\n
- \r\n If you have any questions about the product or our guarantee, call us (212) 513-7070. Ask for me if necessary\r\n \r\n
Daniel Satchkov, President
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\r\n {{prices.elitePlanAccelerator.regularPrice}} \r\n
Includes:
\r\n\r\n \r\n 401kAI™ Assistant w/full capability\r\n\r\n
\r\n\r\n \r\n Search through 850k plans\r\n
\r\n\r\n Ideal starter\r\n\r\n
\r\n{{prices.elitePlanAccelerator2.regularPrice}} \r\n
Includes:
\r\n\r\n \r\n 401kAI™ Assistant w/full capability\r\n\r\n
\r\n\r\n \r\n Search through 850k plans\r\n
\r\n\r\n \r\n Larkspur Executive with 1.2 M executives with contact info ($149/month value)\r\n\r\n
\r\n\r\n \r\n Plan ratings for all plans\r\n
\r\n\r\n \r\n Plan history for all plans\r\n\r\n
\r\n\r\n \r\n Daily plan updates\r\n\r\n
\r\n\r\n Accelerate Sales\r\n\r\n
\r\n{{prices.elitePlanAccelerator3.regularPrice}} \r\n
Includes:
\r\n\r\n \r\n 401kAI™ Assistant w/full capability\r\n\r\n
\r\n\r\n \r\n Search through 850k plans\r\n
\r\n\r\n \r\n Larkspur Executive with 3M executives with contact info ($299/month value)\r\n\r\n
\r\n\r\n \r\n Plan ratings for all plans\r\n
\r\n\r\n \r\n Plan history for all plans\r\n\r\n
\r\n\r\n \r\n Daily plan updates\r\n\r\n
\r\n\r\n \r\n 401kFiduciaryOptimizer ($350/month value)\r\n\r\n\r\n
\r\n\r\n \r\n Detailed data & savings analysis for ~90K audited plans\r\n\r\n\r\n
\r\n\r\n Go after Big Plans\r\n\r\n
\r\n\r\n *all prices are valid when paid semiannually\r\n
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