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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. 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.

SELECTS

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%

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

 

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