Reviewing
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Lead DEMO-B-HOT-CA
Plan complete, asked — wants to RV-travel before kids leave
Tier B· $1M-$3M est. liquidAsked for advisorCold· 4d 16h
Source: Retirement Atlas planning journey. Price, quality data, and one-buyer policy stay visible before purchase.
Asked for advisor: The consumer asked to speak with an advisor.
Client profile
- State
- California
- Age
- 59
- Primary goal
- Financial freedom
- Est. net worth
- $2,750,000 est.
- Est. liquid assets
- $1,850,000 est.
- Est. total assets
- $2,400,000 est.
Score formula
96
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
$2.8M est.
40/40
Age window
Age 59
20/20
Journey depth
95% complete
19/20
Tools run
3 RTP tools
10/10
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.