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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 or affluent ZIP codes (each county page shows the exact age span and basis it uses). 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 area's median household income — census-tract level on most counties, ZIP level (by income or home value) on full-corpus counties — 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.