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 11:26:02Advisor marketplace
Marketplace
Exclusive leads in your licensed states.
Auto-match offSet up auto-match
Showing 1-6 of 7 leads
Tier D· $250K-$500K est. liquidPlanningPhone OK
Wants income strategy that addresses RMD and legacy goals
Texas·Age 63·Planning lead
Score
73Score
Estimated assets
$1.2M est.
Est. liquid: $410K est.
Price
$150
Time on
3d 21:26:02Tier 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 22:26:02Tier 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 00:26:02Tier 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
17:26:02Tier 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
11:26:02Tier A· $3M+ est. liquidAsked for specialistPhone OK
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
06:26:02