Tier C· $500K-$1M est. liquidPlanningPhone OK
Wants income strategy that addresses RMD and legacy goals
New York·Age 59·Planning lead
Score
75Score
Estimated assets
$1.4M est.
Est. liquid: $790K est.
Price
$250
Time on
4d 11:22:11Advisor marketplace
Marketplace
Exclusive leads in your licensed states.
Auto-match offSet up auto-match
Showing 1-4 of 4 leads
Tier C· $500K-$1M est. liquidAsked for specialistPhone OK
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 08:22:11Tier B· $1M-$3M est. liquidPlanningPhone OK
Wants dependable income to fund time with family
New York·Age 58·Map complete
Score
83Score
Estimated assets
$1.6M est.
Est. liquid: $1.1M est.
Price
$400
Time on
1d 00:22:11Tier A· $3M+ est. liquidPlanningPhone OK
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
11:22:11