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Time on Score Est. net worth Price

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

Showing 1-2 of 2 leads

Tier B· $1M-$3M est. liquid

Wants income strategy that addresses RMD and legacy goals

North Carolina·Age 62·Planning lead

Score

Estimated assets

$2.7M est.

Est. liquid: $1.6M est.

Price

$340

Time on

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