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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

04:56:38

Tier C· $500K-$1M est. liquid

Wants steady income to fund an active next chapter

Washington·Age 56·Map complete

Score

76Score

Estimated assets

$870K est.

Est. liquid: $580K est.

Price

$250

Time on

1d 13:56:38

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 19:56:38

Tier D· $250K-$500K est. liquid

73 score

Texas, age 63

RTP sent the lead from the consumer planning journey.

Lead quote

“I have worked too long to leave my spouse with a mess of accounts and tax surprises.”

Why this scored

Leave a legacy is the stated planning signal.
RTP sent the lead from the consumer planning journey.
TX is visible before purchase.
Email and phone are both permitted after purchase.

Est. net worth: $1.2M est.
Est. liquid assets: $410K est.
Price: $128
Time on: 3d 19:56:38Since available

Score formula

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

Est. net worth ($1.2M est.)

33/40

Age window (Age 63)

20/20

Journey depth (50% complete)

10/20

Tools run (1 RTP tools)

3/10

Concerns (2 signals)

7/10

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