Jupiter Distribution Partners (JDP) are outsourced hybrid wholesalers of investment products.

What is Hybrid Wholesaling?  Driven by economic trends and the need for cost efficiency in the investment wholesaling model, asset management companies are under pressure to deliver on sales goals while reducing expenses. JDP offers investment firms a distinct alternative to traditional wholesaling efforts by handling the key sales and marketing activities in the advisor sold defined contribution space.  JDP has developed unique programs to support the development, growth and management aspects of professional retirement plan advisors businesses.  Access to quality investment products in combination with a robust and complete business development solution creates the basis for advisors and investment providers to grow in unison. 

A Complete Business Development Solution for Advisors:  Advisors proficient in the defined contribution space desire more than just good investments.  They need a solution that can provide access to quality investment choices for defined contribution plans and a suite of business development tools and services that help the professional retirement plan advisor better manage and grow their business.

These services include:

• Qualified appointments (for qualifying advisors)
  
• Closing/sales support  
• Investment benchmarking tools
• Due diligence services

When retirement centric advisors work with Jupiter Distribution Partners, they get a strategic partner with expertise in the retirement savings market, gain new industry connections, industry relevant market intelligence, and a flow of new retirement plan prospects.

If you are an accomplished retirement plan advisor, please register for more information by filling out this brief form or call Jay Bloom.

Jay M. Bloom
Institutional Accounts
jbloom@jupiterdp.com
561-228-5425 direct
561-228-5499 fax

You may also visit the Jupiter Distribution Partners at www.jupiterdp.com