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Prospecting for retirement and 401k plans

Many advisors struggle to generate meaningful leads and conversations with retirement plan prospects.  If you ask them how they go about finding and targeting their leads, you will often hear such basic techniques as “driving around and looking at storefronts.”  But based on interviews with leading retirement plan advisors, we see a set of similar…

Finding 401k Rollover Leads

For advisors and clients, consolidating retirement plans into a single account can be an important step in developing and executing a wealth management strategy.  Not only do former employees get the advantage of potentially lower fees in an IRA, there are often more investment options.  And importantly there can be great value in providing a…

self insured health plan identification

How to Identify Self Insured Employee Benefit Plans

Identifying fully insured and self insured employee benefit plans can represent quite an opportunity for employee benefit brokers.  Fully insured plans obviously represent very high commission opportunities for brokers, but can conversely also represent very interesting prospective targets to convert to self-insurance.  Hunting for fully insured plans should be a component of every health plan…

Million Dollar Employee Benefit Brokers

This is a map of the top producing employee benefit brokers and the employer industries which they cover in the mid and large case market.  To make the list you have to produce over a million dollars in revenue per industry listed.  Is your brokerage on the list? What is interesting to us is the…

Beyond Judy Diamond Employee Benefit Data

While Judy Diamond has long been the go-to for employee benefit data, A36 Analytics is proud to offer a more usable, higher value, strategy focused source for your employee benefit analytics projects. A36 Analytics has 10 years of data on employee benefit carriers, brokers, and employers.  With a simple and intuitive search, it is easy…

A New Source For Employee Benefit Data

Alpha Three Six Capital is pleased to announce the launch of its portfolio company, A36 Analytics.   A36 Analytics focuses on providing employee benefit brokers, carriers and industry advisors with the latest in employee benefit analytics.  With a best-in-the-business database of employee benefit data, A36 can provide detailed information on broker and carrier market share,…