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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 A· $3M+ est. liquidAsked for specialist

Wants an income plan that protects a legacy

Texas·Age 64·Asked for specialist

Score

96Score

Estimated assets

$7.1M est.

Est. liquid: $4.6M est.

Price

$700

Time on

04:57:26

Tier A· $3M+ est. liquid

Wants longevity income strategy for a 25+ year retirement horizon

Colorado·Age 60·Map complete

Score

87Score

Estimated assets

$4.8M est.

Est. liquid: $3.2M est.

Price

$500

Time on

09:57:26

Tier D· $250K-$500K est. liquid

Wants income strategy that addresses RMD and legacy goals

Texas·Age 63·Planning lead

Score

73Score

Estimated assets

$1.2M est.

Est. liquid: $410K est.

Price

$128

Time on

3d 19:57:26

Tier A· $3M+ est. liquid

87 score

Colorado, age 60

The consumer finished the RTP map before the lead refreshed.

Lead quote

“I run a small consulting practice and want clarity before I sell the book.”

Why this scored

Travel & vacation is the stated planning signal.
The consumer finished the RTP map before the lead refreshed.
CO is visible before purchase.
Email and phone are both permitted after purchase.

Est. net worth: $4.8M est.
Est. liquid assets: $3.2M est.
Price: $500
Time on: 09:57:26Since available

Score formula

Estimated net worth carries 40%, age 20%, journey depth 20%, tools 10%, concerns 10%.

Est. net worth ($4.8M est.)

40/40

Age window (Age 60)

20/20

Journey depth (85% complete)

17/20

Tools run (1 RTP tools)

3/10

Concerns (2 signals)

7/10

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