Reviewing
Email + text confirm their journey is being reviewed.
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Lead DEMO-A-STD-CO
Wants a tax-aware travel budget that lasts 25+ years
Tier A· $3M+ est. liquidCold· 5d 10h
Source: Retirement Atlas planning journey. Price, quality data, and one-buyer policy stay visible before purchase.
Map complete: The consumer finished the RTP map before the lead refreshed.
Client profile
- State
- Colorado
- Age
- 60
- Primary goal
- Travel-led retirement
- Est. net worth
- $4,800,000 est.
- Est. liquid assets
- $3,200,000 est.
- Est. total assets
- $4,500,000 est.
Score formula
87
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
$4.8M est.
40/40
Age window
Age 60
20/20
Journey depth
85% complete
17/20
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.