Industries / Financial services

Annuities & Retirement

Pre-retirees with $100k+ rollable assets asking about guaranteed income.

What we mine

401(k)-rollover triggers, pension-buyout windows and safe-money search intent, qualified by modeled investable assets. The most expensive lead we mine — and the highest LTV.

What's in every lead

  • Name + direct contact
  • Age and retirement timeline
  • Modeled investable assets band
  • Rollover trigger (job change, pension event)
  • Risk posture stated
  • State

Filter by

  • Asset band ($100k/$250k/$500k+)
  • Age band (55-70 core)
  • Trigger type
  • State
  • Exclusive only option

Other veins