Description Summary

Annuity sales can be a challenge, but if you can find the right prospect it can make the process a whole lot easier. If you can show them the many benefits of annuity investment such as tax deferment you are sure to see a positive ROI with our active annuity investors marketing prospects. If you are trying to reach consumers who have wealth and who are looking to diversify their retirement portfolio and are most likely in the market for their next annuity buy – then the Amerilist annuity buyers list is a must test. With this file you can target consumers who have a retirement plans and other investable assets they are looking to place. Many have maxed out their retirement plans and 401K placements and need opportunities.

How Our Data is Compiled:

Our annuity investor’s database combines a wide range of sources to deliver the most accurate list of annuity buyers in the country. Most of the names on the list is compiled from self-reported sources including specialized investor sites, newsletters and public sources the data is then enhanced with demographic and lifestyle information from the Amerilist US Consumer Database. The entire database is updated monthly using NCOA (National Change of Address) processing.

Consider The Facts:

  • Most annuity buyers have already maxed out their other retirement investment options.
  • Fixed Annuity Owners are committed to this type of investment
  • Many young investors are exploring annuities as an investment strategy

Recommended Usage:

These investors are excellent targets for any financial marketing solutions provider who is trying to reach annuity buyers by direct mail, email or telemarketing. Offers are not only limited to finance but can also include upscale consumer products, credit cards, insurance, travel and leisure, stock offers, real estate offers, money management, private wealth, nonprofit / fundraising seminars and much more.

Popular Selections

  • Investment Type
  • Expendable Income
  • Investable Assets
  • Net Worth
  • Age
  • Total Universe
  • Base Rate
  • List ID
  • Market Type
    B2C, U.S. Consumers
  • List Channels
    Postal, Email & Telemarketing
  • Source
    Self-Reported, Financial Offers, and Direct Response
  • Output Options
    Electronic, Printed
  • Minimum Order
    Minimum: 5,000 names
    Price: $375
  • Net Name
    Floor 85%
    Minimum Quantity: Inquire
    Run Charges: Flexible
  • Exchanges
    Please Inquire
  • Reuse
    Please Inquire
  • Cancellation Charges
    All orders canceled after shipping will be billed at 50% of the original order, in addition to any applicable shipping charges.
  • Commission
    20% commission will be paid to registered agencies and brokers. Volume discounts are available