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Time on Score Est. net worth Price

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Showing 1-2 of 2 leads

Tier B· $1M-$3M est. liquidAsked for specialist

Wants guaranteed income strategy to bridge Roth conversion window

California·Age 59·Asked for specialist

Score

Estimated assets

$2.8M est.

Est. liquid: $1.9M est.

Price

$550

Time on

Tier B· $1M-$3M est. liquid

Wants income planning for tax-efficient withdrawal sequencing

California·Age 61·Planning lead

Score

Estimated assets

$1.9M est.

Est. liquid: $1.1M est.

Price

$400

Time on