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The Register of the Affluent — New 2008 Edition
Target Your Market with Four Unique Databases of Affluent Prospects:
- The Truly Affluent
- High-Income Self-Employed with Personal Pension Plans
- Affluent Seniors
- High Net Worth Small-Business Executives
POLICY ON CONSUMER PHONE NUMBERS
JDA,Inc. does NOT supply telephone numbers for CONSUMER names. In the Register of the Affluent this
affects The Truly Affluent and the Affluent Seniors sections. The other sections, Self Employed and
High Net Worth Business Execs DO carry phones. Why don't we supply consumer phones on the Truly Affluent
and the Affluent Seniors? Because almost all of them are already on the FTC list!!
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Section I. The Truly Affluent:
These affluent individuals:
- own homes, condos, land, vacation properties, yachts, horses, airplanes, and luxury cars
- hold over ten times the deposits of the average household
- actively invest in stocks, bonds, mutual funds, real estate and certificates of deposit
As super affluent individuals, they have both the need and the money to pay for your products and services. They
qualify as prime prospects for you!
All are at home addresses. Data includes indicators for:
- Marital Status
- Age Group
- Stock Investor (conservative or speculative)
- Whether or not they are professionals (lawyer, doctor, architect, etc.)
- CD Owners
- Multi-Millionaire status
* This section contains NO PHONE NUMBERS
Section II. High Income Self-Employed with Personal Pension Plans:
This section has been completely revised and updated with the LATEST DATA FROM THE IRS.
Find out who is self employed in your area with a personal pension plan with at least $100,000 in assets (most have more).
| Sample Data |
| RB Engineering & Consulting |
447 S.E. Laredo Blvd Cape Coral, FL 33904-2774 |
| Mr. Ronald Braun, Owner* |
Business Phone 239 555 8822** |
| No. of Plan Participants: |
1 |
| Plan Type: |
DB (Defined Benefit) |
| Effective Date of Plan: |
2/01/95 |
| Plan Year End: |
1/31 |
| Business Code: |
541330 |
| Total Assets: |
$671,889 |
| Total Contributions: |
$59,000 |
| * |
Not all sponsors show an individual contact name |
| ** |
Only business phones are available. Many self employed have residential listings.
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| *** |
Approx 20% of records include phone numbers
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These self employed, affluent prospects represent a potent group who are interested in:
- High performing assets
- Plan distribution products
- strategies for increased tax savings
- estate planning
Section III. Affluent Seniors:
Age 60 and up, those in this special group have household incomes ranging from a minimum of $95,000 to $150,000 or more.
These are America's truly affluent senior citizens! In addition to high household income, they are all home owners.
These seniors have the money to pay for financial services and products.
- They are perfect prospects for long term care--old enough to know they may need it and old enough to have dealt with
their own aged parents' needs.
- Those who have had estate planning done in the past may now need revisions.
- Many have lump sum retirements and mandatory IRA withdrawals on the horizon. They may well wish to channel some
of this money into appropriately conservative investments.
- All these seniors are at their home addresses.
- With their exact age listed by month and year, they represent a gold mine of prospects for your products and services.
In addition to our regular updates, this file is run through a database of 35 million deceased individuals to keep it totally
current.
* This section contains NO PHONE NUMBERS
Section IV. High Net Worth Small Business Executives:
This is a very special group of Owners/Principals/CEO's and other high ranking executives of small profitable businesses.
These businesses range from approximately $1 million to $10 million in sales revenues. The majority have less than 25
employees and all provide their employees with a retirement plan.
The majority are private, closely held commercial businesses. The included firms are profitable commercial businesses run
by busy executives who meet the needs of their business but often neglect their own personal financial planning. They are
excellent prospects for:
- annuities
- key man insurance
- buy-sell agreements
- non-qualified deferred compensation arrangements, — such as Supplemental Executive Retirement Plans (SERPs)
- estate planning, — including leveraging their business value for estate liquidity
- long term care (premium can now be paid for by their company!)
- personal stock, bond, real estate, mutual funds and portfolio management
- ESOPs
* This section contains PHONE NUMBERS for all records
Buy Now!
Select a Register of the Affluent product from the list below (note — it may take a moment to display on some
computers), then go to the bottom of the page to continue your purchase.
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