With the new Retirement Plan Prospector, Judy Diamond Associates has created a better way to find prospects to grow your retirement business. Our tools are designed to help you navigate the immense amount of plan data to find the right leads for your business.
What Does Retirement Plan Prospector include?
Prospector makes the complex universe of retirement plan data useful and accessible to all retirement professionals, whether they’re seasoned 5500 veterans or industry rookies:
- Plan Score Card. The Plan Score Card summarizes a plan’s value as a prospect, and will help you meaningfully compare one plan against another.
- Red Flags. More than a dozen Red Flags will help you identify plans that might be dissatisfied with their current retirement programs.
- Recommended Prospects. Begin each day with a fresh set of carefully screened employers that may be ready for a change.
- New Search Center. Bold new search tools make finding the right prospects quick and intuitive.
- Recommended Searches. Based on a decade of feedback from our most successful clients. Simply click a button, enter your geography, and go.
- Report Generator. Build reports that you can share with your clients. They’re colorful, graphical, and informative!
- Plan Summary. A plain English description of the plan, the assets and the employer’s generosity.
- Data, Data, and More Data. All the current 5500 data there is to see from 765,000 retirement plans.
- Emails and Names. Emails for tens of thousands of plan decision-makers.