Catalog
Retirement Leads
Retirement datasets focus on retirement account indicators, age banding and household asset attributes.
| Dataset | Geography | Freshness | Minimum | Action |
|---|---|---|---|---|
| IRA Leads Households carrying IRA indicators. Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City | Nationwide / State / County / City / ZIP Code | Fresh / Recent / 30–90 Days / 3–6 Months | 1,000 | View |
| 401(k) Leads Households carrying 401(k) indicators. Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City | Nationwide / State / County / City / ZIP Code | Fresh / Recent / 30–90 Days / 3–6 Months | 1,000 | View |
| IRA Rollover Leads Audiences with rollover-relevant retirement indicators. Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City | Nationwide / State / County / City / ZIP Code | Fresh / Recent / 30–90 Days / 3–6 Months | 1,000 | View |
| Retirement Planning Leads Retirement-stage households for planning-oriented outreach. Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City | Nationwide / State / County / City / ZIP Code | Fresh / Recent / 30–90 Days / 3–6 Months | 1,000 | View |
| Pre-Retiree Leads Households in pre-retirement age banding. Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City | Nationwide / State / County / City / ZIP Code | Fresh / Recent / 30–90 Days / 3–6 Months | 1,000 | View |
| Retirement-Age Household Leads Households selected on retirement-age criteria. Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City | Nationwide / State / County / City / ZIP Code | Fresh / Recent / 30–90 Days / 3–6 Months | 1,000 | View |
| Annuity Leads Audiences with annuity-relevant retirement attributes. Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City | Nationwide / State / County / City / ZIP Code | Fresh / Recent / 30–90 Days / 3–6 Months | 1,000 | View |
| Self-Directed Retirement Leads Retirement audiences with self-directed account indicators. Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City | Nationwide / State / County / City / ZIP Code | Fresh / Recent / 30–90 Days / 3–6 Months | 1,000 | View |
| Business Owners With Retirement Plans Business owner households with retirement plan indicators. Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City | Nationwide / State / County / City / ZIP Code | Fresh / Recent / 30–90 Days / 3–6 Months | 1,000 | View |
| High-Asset Retirement Prospects Retirement households in upper net worth banding. Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City | Nationwide / State / County / City / ZIP Code | Fresh / Recent / 30–90 Days / 3–6 Months | 1,000 | View |
City and ZIP targeting subject to availability. Field availability varies by dataset.
Other categories
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- Investor Leads
Households and individuals with investment attributes, including accredited and high-net-worth audiences.
- Life Insurance Leads
Term, permanent, final expense, senior and family protection audiences.
- Mortgage Leads
Purchase, refinance, HELOC, mortgage holder and high-equity homeowner audiences.
- Real Estate Leads
Homeowner, buyer, seller, investor, absentee owner and multi-property owner audiences.
- Business Leads
Business owners, executives, founders and company decision makers.
- Specialty & Custom Leads
Targeting combinations that fall outside standard lead products. Availability varies by requirements.