NestEgg Browse by county →
Annuity · Rollover · Advisory

Reach the households sitting on a retirement nest egg.

NestEgg hands annuity writers, rollover specialists, and advisors the households in the pre-retiree and newly-retired window — ages 55–70 — living in higher-income neighborhoods. The real turn-65 cohort from public voter records, in census tracts above your income floor. Filter by area and affluence tier, see a truthful count, and download your list the moment you buy.

Ages 55–70 Ohio · Florida · North Carolina Age from public voter records Core · Affluent · Premier tiers
Pick a state & county for a live count and one-click list — or build a custom, multi-filter list.
Who it's for

Built for the people who write retirement money

Annuity producers 401(k) / IRA rollover specialists Financial advisors & RIAs Retirement-seminar marketers Wealth & estate planners
What you get

A list scoped to the window money moves in

01

Age-locked, affluence-tiered

Pre-set to the 55–70 turn-65 cohort, then choose Core ($75k+), Affluent ($100k+), or Premier ($125k+) neighborhoods — the window where rollover and annuity money is in motion.

02

Sold once, then yours

Every record is fingerprinted and removed from inventory at purchase — we don't resell it. (Cold public-record data, so we can't speak for other vendors.)

03

Instant, enriched delivery

Name, address, real age, and neighborhood income & homeownership signals appended where available — downloadable the second payment clears, plus an emailed link.

04

Priced on what you take

Per-record pricing with volume breaks and a truthful count before you pay — never a list you can't actually fill.

Honest by design

What the data is — and what it isn't

The advisors who trust us are the ones who read the fine print. So we put it up front.

Age is real. The turn-65 cohort comes straight from the public voter record — a true per-record attribute, not a model.
"Affluent" is a neighborhood signal. It's the census-tract median household income — an area estimate — not a verified household income, net worth, or account balance.
Cold public-record data, sold as-is for marketing. The buyer handles TCPA/DNC compliance. Never for credit, insurance-eligibility, lending, or employment decisions.

Build your list in the next five minutes.

Pick your territory, set your affluence floor, see the real count, and download — no account, no sales call.

Lawful use only · buyer handles TCPA/DNC

Custom orders

Need a slice we don't list? We'll build it.

Any state, any county, any ZIP set — with phone numbers and full enrichment. Tell us what you're after and we'll tell you fast whether we can match it, and for how much.

  • State & county targeting — one county or a whole region
  • Exact ZIP lists — hand us your ZIPs, we cut to them
  • Phone-appended — dialable records, not just mailing
  • Max enrichment — income, home, age bands & more
  • Exclusive or shared — your call on pricing tier
  • Your format — CSV mapped to your CRM fields

Rather just email? [email protected]

Got it — request received.

We'll be in touch shortly.