Reviewing
Email + text confirm their journey is being reviewed.
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Lead NC-5567
Complex estate plan before selling the business
Tier B· $1M-$3M est. liquidCold· 3d 7h
Source: Retirement Atlas planning journey. Price, quality data, and one-buyer policy stay visible before purchase.
Planning lead: RTP sent the lead from the consumer planning journey.
Client profile
- State
- North Carolina
- Age
- 62
- Primary goal
- Legacy and estate
- Est. net worth
- $2,680,000 est.
- Est. liquid assets
- $1,620,000 est.
- Est. total assets
- $2,410,000 est.
Score formula
80
Estimated net worth is the base. RTP journey depth, tools, concerns, and age build around it.
Score = estimated net worth 40 + age window 20 + journey depth 20 + tools 10 + concerns 10.
Est. net worth
$2.7M est.
40/40
Age window
Age 62
20/20
Journey depth
50% complete
10/20
Tools run
1 RTP tools
3/10
Concerns
2 signals
7/10
After purchase
- Name, email, and permitted phone contact
- Retirement target, spending, and filing context
- Account mix and net-worth detail
- RTP tools run, timestamps, and journey signal
- Dream scenario and discovery answers
- 60-second briefing and exportable CSV
Consumer handoff
The person is warmed while this lead is available.
Licensed agent review
AAL works on the advisor handoff while they wait.
Introduced
After purchase, they get the advisor context.