The burgeoning retirement market offers unprecedented opportunities for financial advisors – if you have the connections to capture your share. Jupiter Distribution Partners provides retirement advisors with new sales opportunities and practice management tools to pull ahead of the competition in a crowded field. When you work with us, you get a strategic partner with expertise in the retirement savings market. You gain new industry connections, top market intelligence, and a flow of new retirement business.
Through a key strategic alliance with web-based 401kExchange, Jupiter Distribution Partners gives financial advisors a direct line to:
- Qualified leads
- Closing/sales support
- Benchmarking tools
- Due diligence services
Through their proprietary call center and web technology, 401kExchange offers the industry's most complete suite of tools and research available for retirement advisors. Working with Jupiter Distribution Partners, qualified advisors will have a preferred, inside connection to services including:
Prodpect Goldmine Database - Detailed, current information on more than 1.3 million qualified retirement plans. Search for prospects and download a calling/mailing list for your area.
