Filling your sales pipeline with qualified leads and creating proposals that meet the unique needs of your prospects are the linchpins of sales success. In today's competitive environment, financial professionals selling in the retirement market are under intense pressure to deliver better results to new and existing clients.

With our selling tools, you can find individuals and employers operating in your territory who are likely to switch to your services as well as the information you need to create tailored, winning sales proposals. With our array of retirement market tools, you can increase sales productivity and grow your market share.

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Individual Leads

Uncovering new sales prospects for your individual retirement products is one of the most challenging steps to growing your book of business. With competition for wealthy clients stronger than ever, it has become essential for financial professionals to quickly identify qualified leads and target their selling efforts to shorten the sales cycle. Judy Diamond Associates’ Registers of the Affluent are a pair of directories of wealthy individuals that include phone numbers, mailing addresses, and key prospecting information. Together, these registers can help you expand your territory.

Who uses the Registers of the Affluent?

  • Financial institutions that offer employee or individual pension and retirement plans.
  • The financial advisors, agents, and brokers recommending those plans.

What do the Registers of the Affluent include?

  • Access for one year to the leads who match the search criteria you specify at the time of purchase, including any updates to their information we add during the year. Your search criteria may include geographical information or any of the other criteria included in the Registers.
  • The ability to export the relevant information about your leads.
  • The Affluent Self-Employed Register includes individuals who own their own businesses in the U.S. and have pension or retirement plans through their businesses. Each record includes:
    1. Individuals’ names.
    2. Companies’ names.
    3. Mailing addresses.
    4. Net retirement plan assets.
  • The Successful Small Business Executives includes contact information for individuals who are executives at U.S. businesses with fewer than 25 employees that offer pension or retirement plans. Each record includes:
    1. Individuals’ names.
    2. Companies’ names.
    3. Phone numbers.
    4. Mailing addresses.
    5. Average retirement plan account balance.
    6. Retirement plan rate of return v. the S&P 500.

Where Does Our Data Come From?

Our individual data comes directly from Form 5500-EZ, and 5500-SF filings submitted to the IRS, as well as supplemental information added through our various proprietary data sources.

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