Business Development Department
What is the biggest concern financial professionals have? Finding clients!
Our firm has developed programs to help
grow YOUR practice!
Get access to one of the best & most trusted databases in the country.
ØHow does it work?
ØHow can you use it to penetrate your target market?
ØWe can help to build out targeted lists prior to purchasing license.
$1,800 for Annual Subscription
Allows for 1,000 Lead Exports per month
The FRS Program
•Over 600,000 Employees in the Florida Retirement System
•DROP - $100,000 - $1,000,000 in rollover assets
•6000+ Employees retiring annually from the FRS
•Pension Shortfall (GAP Solutions)
•Future Smart Digital Program
•Self Directed Brokerage Investment Opportunity
•(10 Billion+ in potential assets)
$200 Initial Setup & 20% of FYC/RYC
What is the Medical Market Program?
We have contact information for all licensed medical professionals in the state of Florida with a system that helps you get in front of them on a favorable basis.
Types of Medical Professionals:
$375 per Calling Campaign
25% of FYC/RYC
Self Directed Brokerage
A 401(k) self-directed brokerage account allows participants to make investments outside of their regular plan window. So rather than investing in a limited number of options offered within the plan, a self-directed brokerage account often includes many more investments like stocks, bonds, mutual funds, and ETFs.
C.A.P.S College Planning Seminars
•Securities Licensed Preferred
•Must have Support Available for Events
•Open to Joint Work and Split Commissions
•Must go through Interview and Screening Process
Retirement Seminar Programs
Since 2003, Retirement Planning Today® has been conducted at thousands of schools and colleges across the
country. Courses are taught exclusively by authorized and trained instructors. No sales presentations are allowed during the course.
Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies.
Rotman & Associates
Over 20 years in partnership