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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 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

15:56:26

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

Wants Social Security claiming guidance with income planning context

Florida·Age 62·Asked for specialist

Score

88Score

Estimated assets

$1.1M est.

Est. liquid: $720K est.

Price

$400

Time on

1d 06:56:26

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 20:56:26

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

88 score

Florida, age 62

The consumer asked to speak with a specialist.

Lead quote

“Need help figuring out when to file and how to bridge to 70.”

Why this scored

Income security is the stated planning signal.
The consumer asked to speak with a specialist.
FL is visible before purchase.
Email and phone are both permitted after purchase.

Est. net worth: $1.1M est.
Est. liquid assets: $720K est.
Price: $400
Time on: 1d 06:56:26Since available

Score formula

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

Est. net worth ($1.1M est.)

32/40

Age window (Age 62)

20/20

Journey depth (95% complete)

19/20

Tools run (3 RTP tools)

10/10

Concerns (2 signals)

7/10

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