Wealthy investors with a minimum of $250,000+ net worth and an income of $75,000+. These investors have a diversified portfolio and invest in a minimum of 3 types of financial products. They also select and choose their own investment products, ranging from conservative to speculative Investments.
Source: Investment Questionnaires, Direct Mail, Subscriptions, Stockholder Lists, Real Estate Transactions, Shareholder Lists, Seminar Attendees, Insurance Questionnaires, Telemarketing
12 Month Recency
Commissions, Credit Policy - 20% commission to recognized brokers. Cancellation Charges: Cancellation before five (5) days prior to approved mail date: $200.00 flat fee, plus $15.00/M run charges, plus output media, shipping, and handling charges. Cancellation after five (5) days prior to approved mail date incurs full charge.
Delivery Schedule - Delivery from 5 to 7 working days.
Restrictions - Minimum order 5,000 records. Sample direct mail piece required for list owner’s approval. One year unlimited use may be available. Please inquire. Net name arrangements available. Please inquire. 90% deliverability guaranteed.
Maintenance - Updated monthly. NCOA & Deceased Suppression quarterly.
Usage - Please inquire.
List Manager - Beach List Direct, Inc.