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Pension Annuities Database.
The new Pension Annuities Database is designed to provide you
with valuable market share information for the 100+ participant insured group
pension market. Based on Schedule A data from Form 5500, this easy-to-use
online database will enable you to:
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Rank top producers with a click of your mouse by:
• Geographic location
• Carrier they produce for
• Total dollar amount sold
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• Participant size of their clients
• Type of benefit sold
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Designed to eliminate the guesswork in identifying and targeting top producing brokers
and agents in your marketing area, this database will even link their clients
(plan sponsors) to them. A mailing list of producers is available for purchasers of this data.
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DETERMINE CARRIER MARKET SHARE
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This database does double duty: It can be used to determine carrier market share nationally
or in any given geographic area by plan type, dollar amount, number of participants
and type of business (industry classification). It answers such questions as:
- Which carrier is selling the most 401(k) plans (or any type of pension)
in Pennsylvania, or nationally, or by MSA, PMSA, CMSA, or in a particular county?
- Who are the top five (or top 100) brokers placing this coverage for this carrier?
- How much money did they place?
- How many participants are covered?
- Who are the client companies? Where are they located?
- What month and day do their policies renew?
- Of these client companies, which ones are in the oil industry (or industry of your choice)?
- See the company's full filing on freeERISA with one click.
This database covers only fully insured policies. All broker addresses were updated
and phones were appended where possible. All data is from the very latest Dept. of Labor 5500 release.
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UTILIZE A POWERFUL SET OF FEATURES
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- A powerful search engine - access the data you need in seconds.
- Advanced graphic and reporting capabilities - print a variety of reports, graphs, charts, and rankings.
- Easy-to-follow online tutorial - get answers to your queries easily.
- Fully supported at no additional cost.
- Data is always the latest publicly available - updated twice each year in the fall and spring.
- Brokers have the ability to update their own address/phone.
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Demo, Pricing, and Further Information:
The database is researched and executed by JDA, Inc. JDA, Inc. has contracted with
www.freeERISA.com to power and host this database in their "Premium" content section.
Click here for a demo. Questions? Call 800-231-0669 to speak
with a member of the JDA, Inc. sales staff.
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If you are
already an account holder you may use the login form above to access the system. If you would like
to set up a new account, or would like an overview of the Pension Annuities system, use the appropriate
link below:
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Online Help
