Here at FreeERISA.com, our goal is to provide you with the greatest access to employee benefits industry prospecting data and tools at the lowest possible cost. We offer an array of products at various price points, beginning, of course, with the no-cost FreeERISA.com and including a number of premium tools offered by our parent company, Judy Diamond Associates.
FreeERISA.com
FreeERISA.com
When you need to view an individual company's Form 5500, simply register with us absolutely free and search by company name and location for the filings you need.
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FreeERISA.com – Deluxe
Our Deluxe edition of FreeERISA.com offers all of the functionality of our Basic version as well as the ability to search for form 5500s by plan type, total assets, and total participants.
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Retirement & Pension
King of Pension Funds – GOLD EDITION
The King of Pension Funds delivers unparalleled business intelligence and prospecting tools to advisors looking to sell into the lucrative group retirement market, including:
- A suite of market research and plan analysis tools, including the Diamond Metrics of Plan Performance.
- The largest online directory of retirement plan key decision-makers available anywhere.
- Expertly written marketing letters and telephone calling scripts.
Available online by state, by region, or nationwide, the King of Pension Funds - Gold Edition empowers your sales efforts.
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Invisible Small Pension Market Database
Reaching out to companies that do not have qualified retirement plans is challenging because they do not file Form 5500s with the Department of Labor. The Invisible Small Pension Market Database will give you insight into this substantially underserved market. Find new small pension clients today!
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Pension Annuities Database
The Pension Annuities Database connects you with the top producing brokers in the U.S. pension annuities market and opens up carriers’ books of business for your review. Build your sales team and grow your market share with the Pension Annuities Database.
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Health & Welfare
Brokers and Carriers Market Share Database – GOLD EDITION
The Brokers and Carriers Market Share Database (BCMS) is your gateway to the top brokers in the U.S. Large Group benefits market. Connect with the brokers who are best positioned to sell your products with our up-to-date contact names, phone numbers, and email addresses. BCMS puts the entire Large Group benefits market at your fingertips.
- Contact information for more than 36,000 brokers.
- Detailed information on tens of thousands of policies.
- Advanced search capabilities that enable you to identify top brokers in your market.
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American Directory of Group Insurance Plans – GOLD EDITION
The American Directory of Group Insurance Plans is the ideal tool for identifying and contacting large (100+ participants) employer groups that offer Health, Life, and other group benefit plans. The Group Insurance database will help you uncover:
- Key contacts in the Human Resources, Finance, and Benefits departments.
- Which carrier or broker currently has the business.
- Where a plan ranks against its peer group.
- Email addresses of plan decision-makers.
Whether your market is national, regional, or limited to a specific type of coverage, our database empowers you to reach the key decision-makers.
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Directory of Self-Funded Group Plans – GOLD EDITION
The Directory of Self-Funded Group Plans is a powerful sales tool designed to help you pinpoint new clients in the lucrative self-funded market. Self-funded groups present unique opportunities and this database gives you all the data you’ll need to make the sale. This tool provides information on groups with both full and partially self-funded plans, the majority of which have 100+ participants. The directory includes contact information for plan decision-makers as well as plan assets, income, expenses, providers, and more. Rank plans against peer groups across geographic regions.
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High Net Worth Individuals
We offer four unique databases of high net worth individuals. If you need to reach affluent prospects, then these databases can assist you:
- The Truly Affluent
- High-Income Self-Employed with Personal Pension Plans
- Affluent Seniors
- High Net Worth Small-Business Executives
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EINfinder.com
EINfinder.com is the premier online database of U.S. Employer Identification Numbers (EINs). We have more than 7 million EINs that can help you increase the security and integrity of your business interactions while preventing identity theft or misrepresentations.
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