IMS: Investors Marketing Services

More than financial products—solutions.

List Center : Sales & Marketing

Increase your clientele by choosing from one of our list building options to mold your ideal prospect.

Don’t just build clientele, know them.

Package 1: Financial Models

Select leads based on the financial product you sell. These prospects have expressed
interest in the following products.

Basic Models:

401(k)s
Affluent Investors
Affluent Women
Annuities
Bonds

IRAs
Life Insurance
Mutual Funds
Stocks
Veterans

Premium Model:
Disability Insurance

Package 2: Demographics

Refine your customer base by choosing from a series of demographics to target your optimum prospect.

Basic Demographics:

Age
Gender
Home Value

Income
Marital Status
Property Type

Premium Demographics:
Net Worth
Presence of Children

Package 3: Reply Card Mailer

Increase your clientele with our proven reply card system. This turn-key program draws an
average response rate of 2% nationally!! Choose from one of the topics below. We stamp,
mail, and provide you with returned responses. It’s that easy.

Income Tax Alert
Topic included on this postcard:
Annuity - Income Tax

Tax Benefit Advantages
Topic included on this postcard:
Financial Planning

Important Income Tax Changes
Topic included on this postcard:
Annuity - Tax Changes

Senior Law Changes
Topic included on this postcard:
Financial Planning - Annuity - Medicaid

Premium Upgrade:
For an additional charge, our experts will call your leads and set the appointment for you. All you have to do is show up and make the sale. It doesn’t get any better than this.

Check This Out rule

Put yourself in front of your
clients more than once. Do
your mailing a minimum of two
times. The third time is the
charm. The average recipient
responds after the second or
third time of seeing your
message.

rule

Need Phone Numbers Too?

We are now offering phone numbers for an additional charge. If you would like to order phone numbers, you must obtain a Subscription Account Number (SAN) by completing the online form on the Do Not Call website.