Products February 6, 2012

Judy Diamond Launches BrokerSight Database

Judy Diamond Associates launched its BrokerSight database, which helps subscribers identify and begin relationships with producers in the retirement market.
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BrokerSight, formerly known as the Pension Annuities Database, includes important details about the books of business of group retirement brokers. It provides carriers and brokerages visibility into the client lists of the big players in the market. Subscribers can identify top brokers in each territory, which brokers sell for which carriers and critical broker contact data.

Judy Diamond Associates obtains raw data from the Department of Labor’s (DoL) Form 5500 and applies proprietary methodology to create a complete view of the market. Judy Diamond Associates also adds data such as phone numbers to enable subscribers to easily reach out to the most productive brokers in any market.

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“Because of their relationship with high-end clients, annuity-focused brokers are one of the most valuable targets in today’s retirement marketplace,” said F. Reilly Cobb, managing director of Judy Diamond Associates. “With BrokerSight, carriers and brokerages have the ability to personalize their broker-recruitment strategies with the best and most reliable targeting data available.”

For more information about BrokerSight, visit www.judydiamond.com or call 800-231-0669.

Products February 6, 2012

IRA Financial Introduces Solo 401(k) Contribution Calculator

IRA Financial Group has launched a free, online Solo 401(k) contribution calculator.
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The online Solo 401(k) contribution calculator is a tool that will allow an individual to calculate the maximum annual contribution to a solo 401(k) plan, also known as an individual 401(k) plan or self-directed 401(k) plan. It will calculate the maximum solo 401(k) contribution based on the user’s age, as well as the type of entity the user has (i.e. sole proprietorship, LLC, partnership or corporation).

“We are excited about offering this online Solo 401(k) contribution calculator free of charge to better allow people to calculate their maximum annual solo 401k contributions,” said Adam Bergman, a tax attorney with the IRA Financial Group. “The Solo 401(k) Plan calculator will provide a detailed breakdown of the total amount of employee elective and profit sharing contributions that can be made to a Solo 401(k) Plan, annually.”  

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For more information, visit http://www.irafinancialgroup.com or call 800-472-0646.

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