Tier B· $1M-$3M est. liquid
Wants income strategy that addresses RMD and legacy goals
North Carolina·Age 62·Planning lead
Score
80Score
Estimated assets
$2.7M est.
Est. liquid: $1.6M est.
Price
$340
Time on
3d 07:56:46Advisor marketplace
Marketplace
Exclusive leads in your licensed states.
Auto-match offSet up auto-match
Showing 1-4 of 4 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
15:56:46Tier 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
09:56:46Tier 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
04:56:46