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Form 5500 Welfare and Pension Database – National Access Qtrly by Kong Dynamics Data Solutions

Tool Details

Brand: Kong Dynamics Information.. Media: DVD-ROM Hardware Platform: LAPTOP Running Gadget: Windows XP, Home Windows Vista, Home Windows 7; working Microsoft Access 2010
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Description

Full Access to Welfare and Pension Kind 5500 filings in all 50 states. This Is essentially the most complete database available on the market allowing complete Get Entry To to Insurance business members such as employers, brokers, and Insurance Coverage carriers. Whether you are seeking for certified prospects or examining market share Data, you’re going to be amazed by the how fast which you could produce outcomes! Our database makes use of the Microsoft® Get Entry To® platform that is widely on hand among Insurance experts. Easily export Knowledge into Microsoft® Excel® for additional prognosis and uploading into your favourite CRM tool. For how one can Videos, please visit www.kongdynamics.com.

the form 5500 Annual File is the principle source of details about the operations, funding and investments of approximately 800,000 retirement and welfare merit plans. The database comprises the uncooked, unedited Information from the entire Type 5500 and Kind 5500-SF filings for 2010 and 2011, together with The Information stated in schedules A, C, D, H, I.

Advantages Kong Dynamics brings to the market:
– Ease of use (in depth “methods to” video library)
– Low-budget entry level (return on funding is key)
– Constructed for speed (database runs for your COMPUTER/computer now not over internet)
– Microsoft® Get Entry To® 2010 platform (earlier versions are to be had)
– Contains all 50 states
– Welfare advantages & pension Knowledge integrated together (not bought one after the other)

Who we serve:
– Insurance sellers & brokers
– Monetary advisors
– Insurance carriers
– 0.33 birthday celebration administrators
– PPO networks

Shoppers will obtain essentially the most up to date month-to-month database and transition over to their chosen Update frequency. As An Instance, Shoppers who make a selection quarterly updates will receive up to five CD's relying on when the subscription used to be initially ordered. This Enables new subscribers to obtain the newest monthly Knowledge to be had on the time of purchase and now not fear about when the following quarterly model is available or buying a “stale” quarterly Information set.

Product Features

  • 2010 & 2011 Consolidated ERISA Kind 5500 Information – All 50 states.
  • Capability to Qualify Gross Sales Leads within a couple of minutes.
  • Person friendly Microsoft® Get Right Of Entry To® 2010 templates.
  • Ability to export query Information into Microsoft® Excel® and CRM instruments.
  • Subscription Comprises Quarterly Updates.

Extra Important Points

Writer: Kong Dynamics Class: Place Of Work Suites Binding: DVD-ROM


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