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Time on Score Est. net worth Price

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

Showing 1-2 of 2 leads

Tier C· $500K-$1M est. liquid

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

$213

Time on

4d 09:57:26

Tier B· $1M-$3M est. liquid

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

22:57:26

Tier B· $1M-$3M est. liquid

83 score

New York, age 58

The consumer finished the RTP map before the lead refreshed.

Lead quote

“Comfortable with the math, just want a second set of eyes on the plan.”

Why this scored

Time with family is the stated planning signal.
The consumer finished the RTP map before the lead refreshed.
NY is visible before purchase.
Email and phone are both permitted after purchase.

Est. net worth: $1.6M est.
Est. liquid assets: $1.1M est.
Price: $400
Time on: 22:57:26Since available

Score formula

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

Est. net worth ($1.6M est.)

35/40

Age window (Age 58)

20/20

Journey depth (85% complete)

17/20

Tools run (1 RTP tools)

3/10

Concerns (2 signals)

7/10

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