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Estate planning is an important part of everyone’s life, especially seniors. The fact is it’s never too early to think about estate planning so that you are prepared no matter what happens in life, after all we never know what can happen. Our estate planning prospects are looking to get information that can help them simplify the estate planning process. Some are looking for ways to appropriately deal with their finances, or form a plan for retirement. Other are looking for way to distribute assets to love ones and next of kin. They want to know what may be the best way to transition assets and financial transfers to their family members in the event something would happen. They are looking for investment and legal advice in this complicated and complex area.
Popular Selects:
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Individual Age
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Occupation
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Credit
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HH Income
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Home Owner / Renter
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Education
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Marital Status
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Presence of Children
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Donor
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Net Worth
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Gender
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Dwelling Type
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CONSIDER THE FACTS
- Celebs such as Kurt Cobain, Chris Farley, Howard Hughes and Sonny Bono all died without a will
- California became the first state to allow wills in September 1976
- There are 10 states that will give your spouse less of your intestate estate if your spouse has any children by someone other than you, even if you have children together.
- Your in-laws can be entitled to your intestate estate in Arkansas, California, Florida, Kansas, Kentucky, Missouri, Nevada, Rhode Island, and Virginia.
HOW OUR DATA IS COMPILED
Our multi-sourced Estate Planning database is derived from a wide range of online and offline sources including Yellow & White Pages, Government Data, direct responses, internet responses, lifestyle questionnaires, and more. In addition we cross reference the data with our national consumer database to enhance it with missing data elements. By aggregating data from a wide network of publishers, we deliver the industry leading B2B marketing list to estate planning prospects.
Recommended Usage
This list is perfect if you are in type of estate planning profession, to gain more prospects so that when the time comes, they know who to go to.
SENIOR DATA COMPILATION AND DELIVERABILITY
Our Senior Citizen–Mature Adults Database is compiled at the individual level as well as at the household level, which assures you better quality data. Our entire list is continuously updated with new, proprietary data sources to ensure completeness and “selectablity.” Furthermore, our entire senior master file is also standardized, using our proprietary USPS processing on a monthly basis. This includes passing our database through National Change of Address (ncoa®Link®), Locatable Address Conversion System (LACSLink®), and Coding Accuracy Support System (CASS®). These address quality processes help us ensure that our list will perform at the highest level of deliverability for our clients. For 25 years, our senior database has been compiled using the most advanced technology and industry standards to ensure that we deliver senior marketing information – unmatched in quality – to our clients.
We process our entire senior database against the Direct Marketing Association’s national “Do Not Mail” suppression file, a national deceased database provided by the Social Security Administration (SSA).
Our approach to delivering successful ROI to our clients is centered around our ability to produce the most accurate, responsive senior citizen prospect lists, database research, data processing, list brokerage, and printing. Our senior citizen database of more than 52 million seniors in the country is the key component to our success – its rich demographics and behavioral data can be customized for any targeted marketing campaign. We empower our clients with information so they will market smarter. We offer both individual and household data compiled from a variety of trusted and well-documented sources, including public and proprietary research surveys, questionnaires, magazine subscriptions, membership groups, and local, state, and federal public records, U.S. Census figures, voter registration rosters, product and warranty information, mail order purchases, real estate deed and title information, as well as the U.S. Postal Service.
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