Pre-purchase view
AnonymizedTier BAsked for specialistEmail + phoneCO-5821 · Colorado · age 58
Wants guaranteed income strategy to bridge Roth conversion window
- Fit score
- 98
- Est. net worth
- $2.2M est.
- Retire by
- Age 65
- Lead price
- $550
Retirement Atlas live bridge
See the lead before you buy it.
Every lead comes from the Retirement Atlas. See the source, the price, and what they want, before you pay. One buyer per lead. Never resold.
A marketplace for licensed annuity specialists. Fee-only RIAs and broker-dealers are not eligible to participate.
See the consumer side at theretirementatlas.comFuture map
Anonymous journeys becoming visible demand.
The map stays private. The marketplace only sees the planning signal.
Step 1Journey starts
Step 4Signals form
Step 7Opt in
Step 10Listed lead
Latest signal
Roth conversion window before retirement
- Leads available now
- 5
- Est. total net worth
- $6.9M est.
- Leads purchased this month
- 8
Source
Retirement Atlas trail
Quality data
State, score, tier, concern
Price
Shown before purchase
One buyer
No shared resale
Lead anatomy
Know what you bought. See what unlocks.
Same lead. Same stats. Identity held back until purchase.
Purchase
Unlock
Post-purchase workspace
CO-5821 · Unlocked“I want to know how much we can convert before retirement without boxing ourselves in later.”
- Est. net worth
- $2.2M est.
- Retire by
- Age 65
- Monthly
- $7,200
Retirement Atlas trail she completed
Where the leads come from
Every lead is a real person mapping their retirement.
It all starts on the consumer side, at the Retirement Atlas. Here’s the path.
Finds the Retirement Atlas
Someone near retirement finds our free planner through search, social, or an ad.
Builds a retirement map
They map out their savings, income, taxes, and the life they want.
Can ask for a specialist
At any point, they can ask to talk to a licensed annuity specialist.
Then it becomes one of two leads
Hot lead: they asked
They asked for help. That's the strongest signal there is, so it costs a little more.
Planning lead, by net worth
A real planner with a finished map, but no ask yet. We rank them A-E by net worth, so you pick who to call first.
Either way, it’s a real, opted-in lead. The only question is why you’d buy it: a raised hand, or a high-net-worth planner worth a call.
Retirement Atlas signal variety
Journey signals, not lead labels.
Advisor Atlas Leads reads the planning trail: dreams, tools, account buckets, and the moment they ask for help. Consumers are encouraged through useful calculators and visual journey stops, not a generic lead form.
Tool signal
Roth conversion timing
Savings stop + Roth conversion preview
“Roth conversion window before retirement”
Prompted by calculator: The Retirement Atlas invites them to test a Roth window after they enter savings and tax buckets.
Journey signal
Account sequencing
Savings stop + Withdrawal sequence preview
“Which account should we spend from first?”
Prompted by planning stop: The journey asks them to compare what they spend first, so account order becomes visible intent.
Journey signal
Lifestyle target
Perfect Day + Goals
“Wants 8 weeks of family time per year”
Prompted by dream setup: The Retirement Atlas asks what a good retirement day looks like before the numbers get heavy.
Tool signal
Social Security timing
Social Security stop + claim optimizer
“Claim at 67 or wait until 70?”
Prompted by optimizer: Claim-age questions are framed as tradeoffs, encouraging consumers to run the optimizer.
Journey signal
Home, state, and taxes
Home & state stop
“Moving states before retiring”
Prompted by future map: Housing and state questions are tied to the future map, so consumers can see why location matters.
Tool signal
RMD and legacy planning
RMD calculator + Goals
“Needs a legacy plan before retiring from energy”
Prompted by legacy goal: Legacy goals lead naturally into distribution questions, so the tool captures timing and beneficiary intent.
Where every lead comes from
Every lead finished this flow before asking for a specialist.
Walk it yourself. Questions answered, tools run, plan written. By the time a lead lists here, this is everything the consumer has already done. It is the fastest way to know what shows up in every dossier you buy.Open the consumer journey →
Retirement
Atlas
Platform flow
See how intent becomes inventory.
Marketing run
Reach the planner.
Retirement Atlas ads, content, and calculators bring in people with real retirement questions.
Source, run, and UTM stay attached
The difference
A marketplace that shows what you’re buying.
These are real, live leads from the Retirement Atlas. Check the fit before you ever sign up.
Live anonymized inventory, not a static marketing claim
One buyer per lead, not shared resale
State-aware outreach permissions before contact
Post-purchase workspace with the full handoff packet
Marketplace proof
See the lead, not the name.
You get the concern, fit, source, and price up front. The name and contact unlock after you buy.
SignalPriceBuy
How leads reach the marketplace
The platform turns demand into inventory.
Consumer marketing sends people into the Retirement Atlas. Their opt-in planning signal becomes a locked Advisor Atlas Leads listing.
Consumer path
Marketing does not create the lead. It brings the planner to the journey.
01Marketing ops
Demand capture
Acquire
Search, social, and calculator campaigns send real planners into the Retirement Atlas.
RunSpendSource
02Retirement Atlas
Journey + tools
Engage
The consumer works the journey and shows what they are planning toward.
DreamEst. net worthTools
03Bridge
Signed lead bridge
List
A help request becomes a locked Advisor Atlas Leads listing.
Lead codeTierState
04Advisor Atlas Leads
Advisor workspace
Unlock
Purchase pulls the full handoff packet into the specialist workspace.
ContactTrailBriefing
Where the leads come from
Real leads from a real product.
The Retirement Atlas is a genuine consumer product, not a bought list. People map their own retirement on a website full of guides, tools, and answers, and the leads come from that.
The journey
People map their own retirement
On the website, people map their own retirement: savings, income, taxes, and the life they want. Along the way, the map shows them exactly where a specialist could help.
Consumer product
The website
A real, free tool people use
theretirementatlas.com is a genuine consumer website. People find it, use it, and come back. Real engagement, not a bought list.
theretirementatlas.com
The brand
A brand built on giving value
The Retirement Atlas leads with real value: state and city retirement guides, calculators, and straight answers. That value-first relationship is what earns genuine, engaged leads.
Guides, tools, answers
Newest lead just came in
Hot off the press: the latest lead appears here the moment a consumer opts in.
Just came inAsked for specialistEmail + phoneCO-5821 · Colorado · age 58
Wants guaranteed income strategy to bridge Roth conversion window
Income security
- Time on
- 02:33:29
Fit
98
Price
$550
Just came inPlanning leadEmail + phoneCA-1198 · California · age 61
Wants income planning for tax-efficient withdrawal sequencing
Time with family
- Time on
- 08:33:29
Fit
88
Price
$400
Just came inAsked for specialistEmail permittedFL-4407 · Florida · age 56
Wants income certainty to retire on their terms
Freedom & adventure
- Time on
- 1d 03:33:29
Fit
86
Price
$400
Just came inPlanning leadEmail + phoneTX-7742 · Texas · age 63
Wants income strategy that addresses RMD and legacy goals
Leave a legacy
- Time on
- 3d 02:33:29
Fit
78
Price
$150
Auto-buy
Let your rule buy the right lead when it appears.
Set the rule once: licensed states, tier, score floor, contact permissions, and monthly cap. When a fresh Retirement Atlas lead fits, auto-buy purchases it from your balance, adds it to your workspace, and notifies you.
Rule1
Choose your fit
States, tier, score floor, contact permissions, and monthly cap.
Fit2
New lead lands
Advisor Atlas Leads checks every fresh Retirement Atlas opt-in.
Own3
Your rule buys it
The purchase runs from your balance, then the lead opens in your workspace and you get notified.
Armed rule preview
Tier A, CO + AZ, $1M+ est. net worth, phone allowed.
Monthly cap protects spend. One-buyer purchase protects the relationship.
Status
Ready
Cap
$1.5K
Mode
Auto