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DataMaster Pro
DataMaster Pro is the industry's best-selling and most up-to-date qualified plan database. Our call center makes over two million calls each year, uses over 9,000 yellow and white page directories, corporate annual reports, Secretary of State filings...etc., to ensure that you have the most accurate information available.

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Call today and ask us about our special PSYCHOTACTICS offer.

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DataMaster Pro

Get The Inside Scoop on 401k, Retirement & Employee Benefit Plans

It’s essential that you have the inside scoop on your prospect’s 401(k) plan before making that initial sales call. The majority of your toughest competitors do. How can you hope to compete without this information?

Having DataMaster Pro is like having access to the file cabinets of your prospective customers. Legally, of course! Without ever having to leave DataMaster Pro you can view every line of every document your prospect has filed with the IRS for the past 7 years.

We all know that having information is power and nowhere else will you find more powerful information. You're only minutes away from detailed info on cash contributions, investments, investment returns, even the fees paid to competing consultants and financial advisors.

Now you can instantly view detailed information on 401(k)’s, 403(b)’s, pension, profit sharing, life, health, disability and the entire employee benefit plan market. All in a single source.

Use DataMaster Pro to find the low hanging fruit in your local area. Segment your market and create refined lists of prospects that fit your niches.

You can use any combination of various criteria to generate multiple lists of targeted prospects. Here are just a few of the many fields available to segment your market.

Plan Sponsor
Name
Address
Phone Number
Contacts
Business Codes
Plan Info
Plan Type
Codes
Features
Acct Balances
Dates
Number of Plan Members
Employees
Financial Data
Plan income
Investment Performance
Total Assets
Plan Contributions
Investment Details
 
Insurance Info
Name of Insurance Carrier
Name of Insurance Broker
Broker Address
Broker Commissions/Fees
Premiums
Service Provider
Name of Provider
Fees
Services Rendered
Investment Info
Fund Company
Fund Name
Investment Values
Investment Vehicle

Plus you'll save money on list rentals. You can reuse your data to create ongoing marketing campaigns. Your license is good for one year or longer.

SHOW ME HOW IT WORKS

Place an order with us today and we'll include Free a series of 12 drip-letters to help you begin making contact with your prospective market.

Plus we’ll also include Free of Charge, PsychoTactics , the novel approach to marketing strategy. This 116-page guide will show you everything you need to know to grab your prospect’s attention, and begin making sales in the 401(k), qualified plan and High-Net-Worth markets. PsychoTactics is a $500 value that we’re offering FREE with any new order. You're going to enjoy all the new business.

Click Here To Place Your Order Now