Summit Professional Networks Financial Database
|306,052||Total Universe / Universe Rate||$160.00/M|
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.
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