"Annuity leads" gets used for two very different products: a shared internet inquiry that costs $30-100, and cold prospect data that costs pennies. Here's the honest difference and where each fits.
Annuities and rollovers concentrate in one demographic: people approaching or entering retirement with assets to protect. Our lists are households aged 55-70 in affluent census tracts ($75,000+ median income floor, higher tiers available) across Ohio, Florida, and North Carolina — identified from public records, with neighborhood income and home-value context on every row.
A shared annuity internet lead runs $30-100 and goes to several advisors at once — you're racing to the phone. Cold prospect data is the market itself: exclusive records at roughly $0.11-$0.26 each, sold once and removed, for your own seminar mail, workshop invitations, or dials. A seminar mailer to 2,000 affluent 55-70 households costs about the same as five shared leads.
Seminar and workshop mail is the classic play: affluent-tract households, 58-67, within driving distance of the venue. Advisors also run birthday-window campaigns (RMD and Social Security decision points) and cross-sell mailers. Pick a county, set the income floor, and the live count and price quote instantly.
NestEgg sells public-record affluent-household prospect data for licensed financial professionals. Buyers are responsible for TCPA/DNC compliance on their own outreach.