Washington, D.C., August 5, 2013 – Judy Diamond Associates, the premier provider of retirement industry lead generation and market intelligence tools, today announced the launch of Retirement Plan Prospector. Retirement Plan Prospector was designed to be the most intuitive and comprehensive online sales prospecting and plan analysis tool available in the defined contribution and defined benefits markets.
The products’ tools and features are based on the results of in-depth research into the needs of current Judy Diamond Associates subscribers, who include financial advisors, agents, brokers and other retirement professionals. After extensive quality testing with users such as Extraco Financial Services, Judy Diamond Associates is confident that Retirement Plan Prospector is uniquely qualified to meet the sales and analytical needs of the U.S. retirement market.
“Retirement Plan Prospector brings smarter prospecting and research tools to both the defined contribution and defined benefits markets,” said Eric Ryles, Managing Director of Judy Diamond Associates. “Its data and tools present streamlined prospect-level data to support the sales pipelines of agents, while also providing the in-depth and complete information needed to create complex market analytics.”
He added, “Until now, retirement market professionals looking to identify new leads and market trends needed the time and expertise to search through mountains of dense plan data to find the leads and actionable intelligence they needed. With Retirement Plan Prospector, we do the work for them so they can focus on their businesses. Our plan scorecards allow for easy quantitative comparisons across plans while our suite of prospecting recommendations and key performance thresholds guide subscribers through the data seamlessly.”
After reviewing the new tool, John Maupin, Senior Vice President Director of Trust at Extraco Financial Services, commented. “Without any training, right off the bat we were able to go in and find a lot of useful information.”
Information included in Retirement Plan Prospector is derived from the Form 5500 disclosure documents submitted to the Department of Labor by ERISA-qualified retirement plans as well as the market research of Judy Diamond Associates and various third parties. Retirement Plan Prospector includes data on more than 750,000 plans across the nation.
Judy Diamond Associates is a division of Summit Business Media.
Regina Marie Glick