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Time on Score Est. net worth Price

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

Showing 1-4 of 4 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

04:56:55

Tier B· $1M-$3M est. liquidAsked for specialist

Wants guaranteed income strategy to bridge Roth conversion window

California·Age 59·Asked for specialist

Score

96Score

Estimated assets

$2.8M est.

Est. liquid: $1.9M est.

Price

$550

Time on

15:56:55

Tier B· $1M-$3M est. liquid

Wants income planning for tax-efficient withdrawal sequencing

California·Age 61·Planning lead

Score

77Score

Estimated assets

$1.9M est.

Est. liquid: $1.1M est.

Price

$400

Time on

2d 20:56:55

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 19:56:55

Tier B· $1M-$3M est. liquidAsked for specialist

96 score

California, age 59

The consumer asked to speak with a specialist.

Lead quote

“Done with the plan, want a real conversation about RMD and Roth ladder.”

Why this scored

Freedom & adventure is the stated planning signal.
The consumer asked to speak with a specialist.
CA is visible before purchase.
Email and phone are both permitted after purchase.

Est. net worth: $2.8M est.
Est. liquid assets: $1.9M est.
Price: $550
Time on: 15:56:55Since available

Score formula

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

Est. net worth ($2.8M est.)

40/40

Age window (Age 59)

20/20

Journey depth (95% complete)

19/20

Tools run (3 RTP tools)

10/10

Concerns (2 signals)

7/10

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One buyer per lead. Contact details unlock after purchase.