The Invisible Small Pension Market Database — 2009

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Get quality prospects into your crosshairs — before the competition even sees them.

This entire file has just been updated with new contact names and titles, addresses and phone numbers. Some companies are no longer in business and have been eliminated from the file. The file has just been compared to the most recent DOL 5500 data and thousands have been eliminated. This is as fresh as it gets!!

Make contact with thousands of prospects before they're on everyone's radar.

Are you tired of prospecting small businesses — only to learn that several other financial professionals have contacted the same list? If so, here's a fact you should know: Most companies with pension plans are required to report plan data on a Form 5500 that becomes public record. They're on everybody's radar!

But what about the rest? Where are the businesses that don't have a retirement plan? We've done the nearly impossible and found them for you! These small businesses, great candidates for retirement plans and other financial services, are seldom contacted. Since they don't file public data, they remain invisible to most financial marketers.

We've uncovered over 600,000 prospects nationwide — many of them in your market.

Here's who they are:

• They don't have a publicly filed pension plan. How do we know this? Because we matched them against the government's file of Form 5500 pension plans. None of these companies appear there.
• They have approximately 2 to 99 employees and an annual sales volume of approximately $500,000 to $5 million and over.
• They've been pre-filtered to eliminate businesses in finance, banking, insurance, financial planning and real estate. Other hard sells such as restaurants, bars, beauty salons, nail salons, barbershops, government entities, and non-profits were also eliminated. This means spending your time on better prospects for better results.

Each record identifies:
Company Name	Telephone Number
Address
City, State, Zip	Sic Code
County	Approx. No. Employees
Name of Owner or President	Approx. Sales Volume

This "invisible" market is a double-edged opportunity for you, and here's why:

1. Based upon our survey, approximately 65% of companies on this list do not yet have any business retirement plan.
2. The other 35% have a plan, but it is of a type that doesn't require public filings (e.g., SEP, SIMPLE). This 35% with small non-publicly filed plans creates an opportunity for you to educate owners, upgrade benefits and take over existing assets. This means every company in the database is a valuable prospect.

This new information is available exclusively from Judy Diamond Associates.

REMEMBER: The key to the small plan market is to show owners how they can set aside more pre-tax money for themselves. Thanks to the new tax laws, contribution limits have been substantially raised for plans like Profit Sharing and SEPs. Be the first to tell them the good news. For questions or more information call 1 800 231 0669.

All prospects are identified by company name and address, name of owner, president or CEO, phone, SIC industry code, approximate number of employees and annual sales volume. You have the key decision-maker to call and valuable data for pre-qualifying.

How many prospects are in my sales area and what is the cost?

To find out the cost and number of invisible prospects in your desired sales area by zip code, city, county or state, (you can also select from MSAs — Metropolitan Statistical Areas) scroll down to "Buy Now" and follow the link to the CD Rom version, with custom selections. Then simply enter the zip code or city, county or state and the number of prospects will pop up with the price. You can then buy directly online.

OR SIMPLY CALL 800 231-0669 and ask about the "invisible pension market" list. One of our knowledgeable sales staff will give you a prospect count and price quote for your area and answer any questions you may have.

How will I receive my data?

The data is delivered to you on CD-ROM. For most people we recommend the use of our Prospect Finder software (included), which allows you to pinpoint your market by sorting or filtering on any data field, produce mail merge labels and letters for selected records, and export to ASCII format.

We will also be happy to provide the data in any of several common formats, including ACT and dBase. Just let us know on the checkout page.