"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 in the 55-70 turn-65 window (each county page shows the exact age span it holds today) in affluent areas — census tracts with $75,000+ median income, or affluent ZIP codes ranked by income or home value across Ohio, Florida, North Carolina, and Pennsylvania — identified from public records, with neighborhood income and homeownership 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 $0.10-$0.16 each (phone-verified from $0.13 where available), sold once and removed, for your own seminar mail, workshop invitations, or dials. A seminar mailer to 2,000 affluent retirement-age households costs about the same as five shared leads.
Seminar and workshop mail is the classic play: affluent-area households near retirement age, 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 and the live count and price quote instantly — tract-tier counties let you raise the income floor, full-corpus counties let you pick the age range.
What is an annuity lead list?
A file of affluent households aged 55-70 — identified from public records and census-tract income — used by annuity producers and advisors for seminar mail and outreach.
Are these people who asked about annuities?
No — this is cold prospect data for your own outreach, which is why it costs pennies instead of the $30-100 a shared internet inquiry costs.
NestEgg sells public-record affluent-household prospect data for licensed financial professionals. Buyers are responsible for TCPA/DNC compliance on their own outreach.