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THE PROSPECTING FLOW: Starting the Conversation with Prospect 401(k) Plan Decision Makers

The diagram below shows the evolving steps of a cold call to a prospect plan decision maker from the initial contact to setting up the Discovery Meeting. No matter if your activity is cold calling, dropping-by or social networking there is the moment when you start the conversation with your prospect plan decision maker about their company 401(k). I call them the "why you" words.


ABG Health: Mobile App Update Launching June 23, 2018!

Attention Cafeteria plan participants! We are so excited to announce the release of the newest update of our mobile app on Saturday, June 23.

This update will feature organizational changes such as: a sleek new design and improved user navigation.

It will also feature functional changes such as: an eligible expense scanner and an HSA investment tracker.

Let's take a look at what this means for you:

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