freeERISA.com Postal Masterfile

Financial and benefits professionals register at freeERISA.com for its unparalleled research and prospecting tools. FreeERISA.com is a trusted resource for thousands of financial advising, group retirement and benefits plan professionals.

SEGMENTS
607,189 Total Universe / Universe Rate $160.00/M
45,943 Accountant/Actuarial + $20.00/M
20,307 Banking + $20.00/M
231,494 Insurance - P & C / Life & Health & Pension + $20.00/M
50,070 Legal Professional + $20.00/M
15,577 Third Party Administrator + $20.00/M

Description

Financial and benefits professionals register at freeERISA.com for its unparalleled research and prospecting tools. FreeERISA.com is a trusted resource for thousands of financial advising, group retirement and benefits plan professionals. They are brokers selling in the 401K rollover market, benefits consultants looking for new opportunities, bankers working with institutional investors, or attorneys looking for new clients. They are some of the most active producers in the industry. The information in freeERISA.com is invaluable for anyone affiliated with employee benefit/retirement plans including Securities Brokers / Investment Advisors / Managers, Financial Planners and Life & Health Insurance Agents.

 

ERISA (Employee Retirement Income Securities Act) requires employers to annually submit data about their retirement and welfare benefits programs to the Department of Labor. freeERISA.com publishes this public  information making it easily accessible and free of charge through its website. Visitors to freeERISA.com also sign up for training seminars, gain selling insights, participate in online discussions, and access research from respected analysts.

 

Having up to date information is what separates winners from losers in financial circles.That’s why freeERISA.com visitors are so eager to get their hands on products and information that enhance their knowledge of financial markets — to them it’s like money in the bank. This file is the ultimate resource for the marketing of seminars, financial and business software, financial periodicals/books, selling tools, computer products, and personal electronics.

 

Audience Profile:

 

Business Interests

  • Pension / Retirement Products                                      62.7%
  • Mutual Funds                                                       47.5%
  • Annuities                                                          36.3%
  • Life Insurance Products                                            34.5%
  • Health Insurance Products                                          28.3%
  • Exchange Traded Funds (ETFs)                                       26.4%
  • Professional Advancement (Recruitment, Job Training, etc.)         26.2%
  • Trade Shows, Seminars, or Other Events                             22.2%

Top Industry Certifications

  • Series 7                                                           35.1%
  • Series 6                                                           25.1%
  • CPA                                                                 8.6%
  • RIA                                                                 6.9%
  • CFP                                                                 6.6%
  • CLU                                                                 4.1%
  • JD                                                                  4.0%

Years in the Employee Benefits Industry

  • 1-5                                                                36.8%
  • 6-10                                                               17.5%
  • 11-20                                                              23.9%
  • More Than 20                                                       21.8%

Sales Agent Status

  • Independent                                                        60.0%
  • Captive                                                            40.0%


Audience Basics

  • Over 35 Years Old                                                  74.0%
  • Over 50 Years Old                                                  40.0%
  • Male                                                               63.2%
  • Female                                                             36.8%
  • Median Household Income                                     $75,000 to $150,000
  • Involved in Purchase Decisions                                     45.0%
  • FreeERISA Subscriber for More Than 5 Years                         20.4%
  • Self-employed                                                       5.4%
  • Work for Companies with More Than 500 Employees                    45.3%
  • Work for Companies Earning More Than $1 Million in Revenue         43.0%
  • Book of Business is at Least Half Individual Retirement Planning   54.0%
  • Book of Business is at Least Half Group Retirement Planning        59.6%
SELECTS
Job Function $20.00/M
State / SCF / Zip $15.00/M
Business Interests
Top Industry Certifications
Years in the Employee Benefits Industry
Sales Agent Status
Audience Basics
ADDRESSING
Key Coding $3.50/M
Email $100.00/F
FTP $100.00/F

Profile



		
Job Function   (20.00/M)
401K / Retirement Broker, Advisor, Agent, Consultant 	143,799 	
Life / Health Broker, Advisor, Agent, Consultant 	70,366 	
Property and Casualty Broker, Advisor, Agent, Consultant 	17,329 	
HR Professional, Benefit Manager, Decision Maker or Owner (Plan Sponsors included) 	44,895 	
Accountant, Auditor or Actuary 	45,943 	
Legal Professional 	50,070 	
Plan Participant, Employee or Retiree 	49,218 	
Third Party Administrator / Life / Health 	4,694 	
Third Party Administrator/Retirement 	10,883 	
Life / Health Carrier 	10,567 	
Property and Casualty Carrier 	2,781 	
Banker 	20,307 	
Other 	120,676 	

		
Business Interests   
Pension / Retirement Products 		
Mutual Funds 		
Annuities 		
Life Insurance Products 		
Health Insurance Products 		
Exchange Traded Funds (ETFs) 		
Professional Advancement (Recruitment,Job Training,etc.) 		
Trade Shows,Seminars,or Other Events 		

		
Top Industry Certifications   
Series 7 		
Series 6 		
CPA 		
RIA 		
CFP 		
CLU 		
JD 		

		
Years in the Employee Benefits Industry   
1-5 		
6-10 		
11-20 		
More Than 20 		

		
Sales Agent Status   
Independent 		
Captive 		

		
Audience Basics   
Over 35 Years Old 		
Over 50 Years Old 		
Involved in Purchase Decisions 		
FreeERISA Subscriber for More Than 5 Years 		
Self-employed 		
Work for Companies with More Than 500 Employees 		
Work for Companies Earning More Than $1 Million in Revenue 		
Book of Business is at Least Half Individual Retirement Planning 		
Book of Business is at Least Half Group Retirement Planning 		


Ordering Instructions

  • 5,000 Name Minimum Order $0.00 Minimum Price
  • Net Name is allowed
  • Exchange is not available
  • Broker Commission 20% on base
  • Agency Commission 15% on base
  • Reuse is available
  • Cancellation fee at $100.00/F
  • All orders are approved on reciprocal rental. Orders cancelled after merge-purge are payable in full.