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Summit Professional Networks Financial Email Database

Published by Summit Professional Networks, an ALM Business. The Summit Professionals Networks Financial Email Database allows you to send your email marketing offers directly to the corporate inboxes of decision making professionals with direct purchasing power within the financial planning, securities, bond, mutual fund, investment, and corporate finance industries.

SEGMENTS SELECTS

95,558 Total Universe / Universe Rate $275.00/M
95,558 Email Addresses $275.00/M
Deployment Fee + $120.00/M

DESCRIPTION

Published by Summit Professional Networks, an ALM Business

 

The Summit Professionals Networks Financial Email Database allows you to send your email marketing offers directly to the corporate inboxes of decision making professionals with direct purchasing power within the financial planning, securities, bond, mutual fund, investment, and corporate finance industries.  These professionals sell financial products to investment-minded clients in the business, government, senior, Boomer, and affluent marketplaces. They rely on Summit Professional Network publications and suite of online resources to deliver topics on successful business management and industry developments. They purchase products and services ranging from payroll services to office supplies.

 

This database puts you in touch with financial professionals including CFOs, directors, Presidents, agents, brokers, RIAs, financial planners, registered reps, and CPAs. They sell and advise on a variety of products for estate planning, retirement planning, and wealth management. They assist clients with short-term and long-term financial planning based on client goals. To create a strong portfolio for their clients, these professionals sell a variety of products including mutual funds, stocks, bonds, disability insurance, annuities, and life insurance. Financial professionals in this database read Summit Professional Networks publications for articles and commentaries on financial marketplace trends, client relations, marketing, wealth accumulation, domestic and overseas investing, financial reform, and tax laws.

 

Professionals in this list analyze, educate, and offer clients products that preserve and growth wealth. They require products and services that assist them with daily business operation including computer equipment, software, electronics, mobile devices, office supplies, telecommunication systems, and business apparel. They also buy equipment and supplies like business transportation, travel supplies, folders, briefcases, brochures, audio/video equipment, white boards, promotional products, and charts.

 

Professionals in the Summit Professionals Networks Financial Email Database are receptive to marketing offers from retailers, financial institutions, insurance providers, direct mail and email marketers, industry trade publications, tradeshow and event coordinators, and continuing education providers.

PROFILE

  • Primary Business   (20.00/M)
    Agent/Life Health	32,059
    Agent Prop/Casualty	5,023
    Broker Life/Health	22,807
    Broker Prop Casualty	2,954
    Insurance/Reinsurance/Personnel Prop/Casualty	5,249
    Risk Managers	1,198
    Multiline	2,374
    Financial Planners	46,660
    Registered Rep	28,365
    National Wirehouse	4,980
    Independent Brokerage	16,841
    Regional Brokerage	5,061
    CPA	2,372
    Insurance Company	923
    Securities Brokerage/Broker Dealer	13,897
    Property and Casualty Insurance Co.	314
    Investment Advisor/RIA	26,730
    Employee Benefits	308
    Other	5,099
    
    	
    Job Title   (20.00/M)
    Presidents/Owners	14,144
    Managers/Directors/VP	15,649
    Producers	14,650
    Registered Rep	29,882
    CFO	5,515
    CIO/IT Director	64
    Brokerage	26,691
    Financial Planner	34,523
    Registered Advisors	20,281
    CPA	2,393
    Investment Portfolio Manager	3,641
    Lawyer	8,095
    Treasurer/Assistant Treasurer	3,734
    Risk Manager	2,537
    Controller/Asst Controller	1,933
    Sales Associates	9,735
    Financial Advisor/Planner	37,199
    Insurance Agent	31,775
    Insurance Broker	6,445
    Independent Agent/Advisor	17,236
    Captive Agent	5,813
    Other	14,544
    
    	
    Purchasing Influence   (15.00/M)
    Annuities	39,912
    Health Benefits	34,280
    Life Insurance/Benefits	46,504
    Mutual Funds	27,970
    Retirement/401K/IRA,etc.	7,114
    Trust and Estate Planning	10,778
    Disability Benefits	23,627
    Property and Casualty	2,510
    Stocks/Bonds/Mutual Finds	45,860
    Senior Market	20,999
    Boomer Market	20,709
    Financial Planning	44,942
    FOREX	194
    Group/Worksite	25,131
    Affluent Marketplace	18,023
    Associations/Government/Bank	428
    Small Businesses	2,493
    Futures	6,547  

 

ORDERING INSTRUCTIONS

 

State $15.00/M
SCF $15.00/M
Zip $15.00/M
Primary Business $20.00/M
Job Title $20.00/M
Purchasing Influence $15.00/M

ADDRESSING

Deployment Fee $120.00/M
HTML $150.00/F
Suppression (Under 300,000), $600 Max $150.00/F
2 Tests Included NO CHARGE
Additional Retests $50.00/F
A/B Split $150.00/F
Image Hosting (per image) $50.00/F
Domain Suppression $150.00/F
Personalization $10.00/M

 

USAGE