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Summit Professional Networks Financial Database

Published by Summit Professional Networks, an ALM Business. The Summit Professionals Networks Financial Database reaches decision making professionals with direct purchasing power within the financial planning, securities, bond, mutual fund, investment, and corporate finance industries.

SEGMENTS SELECTS

306,052 Total Universe / Universe Rate $160.00/M
306,052 Subscribers $160.00/M
95,558 Email Addresses $275.00/M

DESCRIPTION

Published by Summit Professional Networks, an ALM Business


The Summit Professionals Networks Financial Database reaches 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 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	76,662
    Agent Prop/Casualty	10,580
    Broker Life/Health	58,344
    Broker Prop Casualty	5,432
    Insurance/Reinsurance/Personnel Prop/Casualty	14,462
    Risk Managers	1,512
    Multiline	6,997
    Financial Planners	136,980
    Registered Rep	77,801
    National Wirehouse	16,697
    Independent Brokerage	41,165
    Regional Brokerage	19,358
    Insurance Company	2,128
    Securities Brokerage/Broker Dealer	36,330
    Property and Casualty Insurance Co.	576
    Investment Advisor/RIA	81,732
    Employee Benefits	486
    Other	15,433
    
    	
    Job Title   (20.00/M)
    Presidents/Owners	42,314
    Managers/Directors/VP	42,208
    Producers	28,650
    Registered Rep	102,431
    CFO	9,740
    CIO/IT Director	183
    Brokerage	76,683
    Financial Planner	118,110
    Registered Advisors	53,987
    CPA	6,270
    Investment Portfolio Manager	13,550
    Lawyer	24,544
    Treasurer/Assistant Treasurer	6,134
    Risk Manager	3,742
    Controller/Asst Controller	3,069
    Sales Associates	45,120
    Financial Advisor/Planner	117,995
    Insurance Agent	73,068
    Insurance Broker	17,087
    Independent Agent/Advisor	41,499
    Captive Agent	17,847
    Other	41,104
    
    	
    Purchasing Influence   (15.00/M)
    Annuities	104,865
    Health Benefits	67,083
    Life Insurance/Benefits	102,193
    Mutual Funds	61,401
    Retirement/401K/IRA,etc.	12,475
    Trust and Estate Planning	18,560
    Disability Benefits	43,357
    Property and Casualty	5,524
    Stocks/Bonds/Mutual Finds	148,583
    Senior Market	36,917
    Boomer Market	60,302
    Financial Planning	157,859
    FOREX	854
    Group/Worksite	49,917
    Affluent Marketplace	49,389
    Associations/Government/Bank	1,375
    Small Businesses	7,432
    Futures	9,064  

 

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

Key Coding $3.50/M
PS Labels $15.00/M
Email $100.00/F
Run Charges $10.00/M

 

USAGE