Our new page and information is out please click here: ALL NEW!
Financial Services. These users are looking to identify prospects for asset accumulation, asset management and investment advisory, and plan related fee services. Our users range from individual consultants to major Wall Street corporate firms. They use Pension Profile as a source for prospecting their services and applicable products.
Insurance Carriers. Both corporations and individual agents use Pension Profile to prospect for new insurance business for either pension business or corporate insurance business. Since you can search through Pension Profile by SIC business code, many insurance users prospect for types of businesses that they may specialize in. Others have used Pension Profile to identify those sponsors that don’t have a specific type of benefit plan in hopes of setting up new business.
Mutual Fund Companies. Some Mutual Fund Companies have their own internal or wholesale sale force. Their wholesalers use Pension Profile to provide prospects to their business contacts. Additionally, these companies have used Pension Profile to develop their own internal databases for research.
Newsletter and Book Publishers. Looking to increase readership and subscriptions, publishers use Pension Profile as a prospecting source for a variety of interests. They include investment newsletters, pension newsletters, plan administration instruction, annual periodicals, industry related publications, and corporate business subscriptions.
Membership Associations. Several national associations looking to development memberships use Pension Profile as a source for prospecting corporations based upon industry type, size, and geographic location.
Service Providers. Third party Plan Administrators (sometimes CPA firms) use Pension Profile to target pension markets for administration services. CPA firms can also offer other accounting services. Potential prospects can be identified by geographic location, plan type, and size of plan. Services providers can identify plans that currently use other providers and compare their fees.
Data Research Firms. Several national research firms use Pension Profile as a data resource when doing consulting projects. We add depth to their research projects depending upon the scope and focus.
Because its affordable, efficient and provides the results you are looking for. This well respected resource has stood the test of time and users return on an annual basis to purchase the newest release.
