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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. liquidPlanningPhone OK

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 21:42:47

Tier C· $500K-$1M est. liquidPlanningPhone OK

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 14:42:47

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

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

16:42:47

Tier B· $1M-$3M est. liquidPlanningPhone OK

77 score

California, age 61

RTP sent the lead from the consumer planning journey.

Lead quote

“We have the assets, but I do not know which account to spend from first.”

Why this scored

Time with family is the stated planning signal.
RTP sent the lead from the consumer planning journey.
CA is visible before purchase.
Email and phone are both permitted after purchase.

Est. net worth: $1.9M est.
Est. liquid assets: $1.1M est.
Price: $400
Time on: 2d 21:42:47Since available

Score formula

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

Est. net worth ($1.9M est.)

37/40

Age window (Age 61)

20/20

Journey depth (50% complete)

10/20

Tools run (1 RTP tools)

3/10

Concerns (2 signals)

7/10

Buy this lead - $400 Open full lead page

One buyer per lead. Contact details unlock after purchase.