![]() |
![]() |
![]() |
![]() |
|||||||||||||||||||||||||||||||||||||||||||||||||||||
|
The King of Pension Funds — NEW GOLD EDITION
"Two years ago, I was promoted to oversee the 401k business for a small and
asset management firm that is owned by a regional bank. [Your] site was user
friendly and easy to sort plans by cities where my company has bank locations.
As a "corporate fiduciary" this was the narrow, strategic focus that I needed to research plans that were in our target market. Using this approach, we increased our new plans last year in 2009 by 30% and are looking to do the same goal if not more in 2010! I use this site many times a week when speaking with clients over the phone. The clients appreciate that I have already done my homework prior to our initial meeting." --Vice President at a Trust & Management Company The new Gold Edition of the King of Pension Funds provides both the most current retirement plan data available as well as Historical data going back to 1999 of Form 5500 filings. This premier edition of our popular King of Pension Funds database will help you find the prospect and complete the sale. Our ready-made selling points are designed to impress, and our new suite of analytical tools can assist you in better understanding your marketplace. The Gold Edition of the King of Pension Funds includes:
Why Gold? For over twenty years, our databases have helped financial service professionals find new prospects by providing data from the Form 5500. A detailed analysis of our clients selling process convinced us that we could do more than just provide data. With this philosophy in mind, we created the new Gold Edition: it's easier to use, offers powerful analytical tools and provides ready-made selling points you can take directly to your prospect. And, since having the most up-to-date information is always critical to making the sale, we now update 4 times a year. The Gold Edition of the King of Pension Funds is full of new tools designed to help you sell. We spoke with our most successful clients about how they use our products to make sales, and have turned their feedback into a set of easy to understand metrics. These metrics will save you hours of number crunching and analysis, so you can spend less time doing the homework and more time making the sale.
For more information, see a complete review of the new features, and Frequently Asked Questions. For customers interested in purchasing the entire database or viewing a country-wide demo please call us at 800 231 0669. |
|||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Copyright © Judy Diamond Associates, Inc., a division of
|
Home | License | Back to Top |