Judy Diamond Associates has launched a new sales prospecting and analytical tool to help retirement industry specialists better manage their business.
Retirement Plan Prospector is loaded with information derived from form 5500 disclosure documents that are submitted to the Department of Labor by ERISA-qualified retirement plans. It also contains market research by Judy Diamond Associates and other third parties that would be helpful to financial advisors, agents, brokers and other retirement professionals.
The products' tools and features are based on the results of in-depth research into the needs of Judy Diamond Associates subscribers.
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"Until now, retirement market professionals looking to identify new leads and market trends needed the time and expertise to search through mountains of dense plan data to find the leads and actionable intelligence they needed," said Eric Ryles, managing director of Judy Diamond Associates. "With Retirement Plan Prospector, we do the work for them so they can focus on their businesses.
"Our plan scorecards allow for easy quantitative comparisons across plans while our suite of prospecting recommendations and key performance thresholds guide subscribers through the data seamlessly."
Retirement Plan Prospector is a "really comprehensive and intuitive way to find the right plans and prospecting lists," said Aaron Silverman, large market 401(k) associate at Putnam Investments. "Without any training, right off the bat we were able to go in and find a lot of useful information."
Judy Diamond Associates is a division of Summit Business Media, publisher of BenefitsPro.com and Benefits Selling magazine.
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