A brief summary from Acceleration Retirement on the use of non-public data.

1. Industry Experts - Customized Data Solutions
Acceleration Retirement:
Acceleration Retirement was
founded by the former Senior
Vice Presidents of Sales and
Marketing at Fidelity Invest-
ments. They built key elements
of Fidelity’s business-to-business
acquisition engine.
Now partnered with leading
system and data experts, they
have formed a unique and
powerful team focused on the
retirement and benefits vertical.
Acceleration Retirement has a
track record of success working
with leading direct and indirect
providers, TPA's, banks, payroll
companies and over 250 RIA's.
Todd Jenkins
Exec. VP, Sales
todd.jenkins@accelerationretirement.com
Phone: 817-881-3748
For More Information Contact:
In the highly competitive world of retirement plans, you need to do more with
less. Acceleration's proprietary database and consulting services will improve your
short and long-term ability to drive new business into your pipeline.
We combine 3 unique capabilities to deliver
results.
Public
Data
Private
Data
We use the 5500 data
form the DOL as the
basis for our data
capture strategy.
Having spent over 25 years in this
industry, we know what data, sales
process and territory strategies are
going to be most effective.
Solutions
We partner with our clients to deliver custom solutions. They take the form of:
• Data Consulting utilizing a project plan to achieve the desired end-state
• Superior Database Integration to assure clean data and drive new sales
• Process and Procedure Modeling to maximize internal efficiencies
• Sales Training & Consulting to increase revenue and closing ratios
• Rollup Reports to provide an accurate/secure view of the entire business
• Ongoing Administration to support the staff and management teams
accelerationretirement.com
Aside from public 5500 data
alone, we make thousands of
calls to capture NON PUBLIC
info, and partner with vendors
to augment our data regularly.
Database Development
Industry
Experience
Discounted Pricing:
$.50 cents per contact