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Catalog

Retirement Leads

Retirement datasets focus on retirement account indicators, age banding and household asset attributes.

DatasetGeographyFreshnessMinimumAction
IRA Leads

Households carrying IRA indicators.

Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City

Nationwide / State / County / City / ZIP CodeFresh / Recent / 30–90 Days / 3–6 Months1,000View
401(k) Leads

Households carrying 401(k) indicators.

Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City

Nationwide / State / County / City / ZIP CodeFresh / Recent / 30–90 Days / 3–6 Months1,000View
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 CodeFresh / Recent / 30–90 Days / 3–6 Months1,000View
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 CodeFresh / Recent / 30–90 Days / 3–6 Months1,000View
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 CodeFresh / Recent / 30–90 Days / 3–6 Months1,000View
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 CodeFresh / Recent / 30–90 Days / 3–6 Months1,000View
Annuity Leads

Audiences with annuity-relevant retirement attributes.

Fields: First Name · Last Name · Mobile Phone · Email · Street Address · City

Nationwide / State / County / City / ZIP CodeFresh / Recent / 30–90 Days / 3–6 Months1,000View
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 CodeFresh / Recent / 30–90 Days / 3–6 Months1,000View
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 CodeFresh / Recent / 30–90 Days / 3–6 Months1,000View
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 CodeFresh / Recent / 30–90 Days / 3–6 Months1,000View

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.