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Time on Score Est. net worth Price

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Showing 1-2 of 2 leads

Tier C· $500K-$1M est. liquidPlanningPhone OK

Wants income strategy that addresses RMD and legacy goals

New York·Age 59·Planning lead

Score

Estimated assets

$1.4M est.

Est. liquid: $790K est.

Price

$250

Time on

Tier C· $500K-$1M est. liquidAsked for specialistPhone OK

Wants Social Security claiming guidance with income planning context

Florida·Age 62·Asked for specialist

Score

Estimated assets

$1.1M est.

Est. liquid: $720K est.

Price

$400

Time on