Description Summary

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.

Using the multiple selects we offer such as age, income, gender, ethnicity, and presence of children, you are sure to pinpoint your target market. This list is growing monthly and is constantly being processed to ensure accuracy.

Don't waste time using other lists that don't perform. Grab hold of this list today and let it take your marketing to the next level. If your product is geared towards helping people in the estate planning process, then this list is essential to your marketing efforts.

Popular Selects:

  • Individual Age
  • HH Income
  • Marital Status
  • Net Worth
  • Occupation
  • Home Owner / Renter
  • Presence of Children
  • Gender
  • Credit
  • Education
  • Donor
  • Dwelling Type

How Our Data Is Compiled:

Our multi-sourced Estate Planning database is derived from a wide range of sources including Yellow & White Pages, Government Data, direct responses, internet responses, lifestyle questionnaires, and more. By aggregating data from a wide network of publishers, we deliver the industry leading B2B marketing list to estate planning prospects.

Consider The Facts:

  • 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.

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.

  • Total Universe
  • Base Rate
  • Market Type
    U.S. Consumers
  • List Channels
    Postal, Email & Telemarketing
  • Source
    Multi Sourced, Internet/On-Line, Direct Response, Lifestyle Questionnaire
  • Output Options
    Printed, Electronic
  • Update Cycle
  • Minimum Order
    Quantity: 25,000
    Price: $425
  • Net Name
  • Exchanges
  • Reuse
  • Cancellation Charges
  • Commission
    A standard 20% broker/agency commission is extended to all trade partners
  • Sample Mail Piece Required