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Time on Score Est. net worth Price

LeadScore↕Est. net worth↕Price↕Time on↑

Showing 1-3 of 3 leads

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

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. liquidPlanningPhone OK

Wants dependable income to fund time with family

New York·Age 58·Map complete

Score

Estimated assets

$1.6M est.

Est. liquid: $1.1M est.

Price

$400

Time on

Tier B· $1M-$3M est. liquidPlanningPhone OK

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