ESTATE PLANNING INQUIRERS | POSTAL AND EMAIL Mailing List

Estate Planning Inquirers 

Within this premium mailing list, with optional opt-in email addresses, the affluent audience has requested estate planning information within the last 12 months. All marketing data points, self-reported and public, are audited and double verified each month through 2 or more organic sources ensuring superior accuracy and a receptive and responsive audience. The conservative audiences in this premium marketing data are upscale investors who are actively seeking financial guidance and wealth management for their assets to avoid unnecessary taxes, liabilities, difficulties, and pitfalls. These older investors are concerned with their retirement, asset preservation, and the strategic transfer of assets to their spouse, family, heirs and charities.

PROFILE
Average Age:            64
Average Income:       $80,000.00

Average Net Worth:  $870,000.00

SOURCES
Investment Questionnaires
Telemarketing
Direct Mail

Seminar Attendees
Space Ads
Investment Subscriptions
Proprietary Sources

Opt-In Email 

Guaranteed: 94% Accurate.

Delivery: Within 24 hours.

Postal: Updated Monthly-NCOA and CASS Certified 

Email: Updated Daily-CAN-SPAM Compliant  

Telephone Number: Updated Bi-Monthly-DNC Suppressed  

OUTPUT: 

EMAIL 

FTP 

CD-ROM 

P.S. LABELS 

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