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Grow and cultivate retirement plan opportunities

Virtus can help fill your sales pipeline with highly targeted leads, offering access to sophisticated prospecting tools for selling to the U.S. group retirement market.

Through our partnership with Larkspur Data, plan advisors have access to Planisphere, the most sophisticated prospecting tool for selling to the U.S. group retirement market.

The database supplies enhanced contact information and detailed knowledge about employers’ retirement packages. It also makes it easy to identify your target market, benchmark plans against their peer groups, generate sales proposals, and other useful business-building support.

We can help plan advisors access up to:

  • 3 million retirement plans
  • 693,000 unique companies

Planisphere features:

  • Includes both DB and DC Plans
  • Search by geography, plan details, and performance analytics
  • Reports provided in Excel

Contact your Virtus regional partner to get started.

Information provided is developed using data provided by Larkspur Data Resources, Inc. The information provided is proprietary content of Larkspur Data Resources, Inc. and is not warranted by Virtus Investment Partners to be accurate, complete, or timely. Virtus Investment Partners is not responsible for any damages or losses arising from any use of this information. Virtus Investment Partners is not responsible for errors or omissions or for the results obtained from the use of such information or for any information being on a suppression, "do not call" or any "do not contact" list. Larkspur Data Resources, Inc. has no affiliation with Virtus Investment Partners, nor has it entered into a sponsorship arrangement or a joint venture with Virtus Investment Partners.