Tier B· $1M-$3M est. liquid
Complex estate plan before selling the business
North Carolina·Age 62·Planning lead
Score
80Score
Estimated assets
$2.7M est.
Est. liquid: $1.6M est.
Price
$340
Time on
3d 07:09:06Advisor marketplace
Marketplace
Exclusive leads in your licensed states.
Auto-match offSet up auto-match
Showing 1-4 of 4 leads
Tier B· $1M-$3M est. liquid
Wants eight weeks of family time per year
California·Age 61·Planning lead
Score
77Score
Estimated assets
$1.9M est.
Est. liquid: $1.1M est.
Price
$400
Time on
2d 20:09:06Tier B· $1M-$3M est. liquid
Wants flexibility for grandkid trips through age 70
New York·Age 58·Map complete
Score
83Score
Estimated assets
$1.6M est.
Est. liquid: $1.1M est.
Price
$400
Time on
22:09:06Tier B· $1M-$3M est. liquidAsked for advisor
Plan complete, asked — wants to RV-travel before kids leave
California·Age 59·Asked for advisor
Score
96Score
Estimated assets
$2.8M est.
Est. liquid: $1.9M est.
Price
$550
Time on
15:09:06